Your Client journey

1. Getting to know you (1st meeting)

We’ll explain how we work and learn about your life goals, available capital and attitude to risk. Then we can both decide if we can offer value to your life. Here are some tips on how to get the most from this meeting.

2. Building the plan

We’ll design and create a meticulous Life Plan unique to you, your goals and your profile, including extensive financial forecasting and recommendations based on our first meeting. You won’t pay anything for the plan at this stage.

3. Presenting the plan (2nd meeting)

We explain your personalised Life Plan and back up our recommendations; the strategies, tactics and costs. We can explore other scenarios and edit the plan, where necessary. Your Life Plan will cost £1,500, but it if you can truly say it was not useful then we will waive this fee.

4. Doing the research

This stage helps us create a meticulous investment portfolio specific to you. We do our homework to see who’s best to invest with and which products will deliver the results to help you achieve your goals. (We also decipher the small print so there are no nasty surprises.)

5. Ongoing support and review

We’ll start monitoring the products. Then we’ll make incremental changes where necessary, update you on the fund performance and legislation; and keep you focused during volatile markets. You also get 24/7 online view of investments progress through our client login.