Many of our clients find that a consultation with us is the ideal opportunity to pull together the various strands of their financial life. We will review your current plans (both ethically and financially) and consider how they fit into your current and future plans. Then we'll recommend a course of action to help meet your objectives for the future.

Having set a strategy in place, it's important to ensure that you remain on course, so this service includes an annual review service to make sure the actions taken still meet your needs. The main features of this service are:

• An initial review of your current situation;
• Assessment of your current financial arrangements and how they fit into your future plans;
• Research and preparation of a report on recommended changes to current policies and any new actions or investments proposed;
• Presentation and implementation of recommendations;
• An annual review;
• An annual policy statement and investment valuation;
• An initial consultation fee and monthly retainer fee;
• Commission and/or fees will be agreed with you for each service prior to work commencing.

Our basic service
Our advanced service
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