How we work

We believe that in order for you to feel secure in our relationship, you should remain in control of your investments as we work with you on an advisory basis.  This means that we will involve our clients in all decision making and will always obtain prior approval before making any changes to your portfolio.

The first step is to arrange an initial meeting to discuss your overall aims and objectives as well as answering any questions you may have about how we manage your affairs. This initial meeting is free of charge and without obligation to proceed further.

Following this meeting, we will write to you covering the various issues we discussed and setting out our proposals for your consideration and the charges involved. 

Thereafter, we will handle all administration arising from the implementation of our recommendations. 

We will then ensure your affairs are reviewed on an agreed, ongoing basis.