.png)
Our Process
Fact Find Appointment
Personalized Financial Planning from the First Meeting
In your initial consultation, our advisor will use a comprehensive Fact Find document to understand your long-term financial goals, assess your current personal and financial situation, determine your comfort level with investment risk, and consider your ESG (Environmental, Social, and Governance) preferences.
Recommendation
Tailored Financial Recommendations and Transparent Planning
Based on your established goals and circumstances, our advisor will craft a personalized financial plan tailored to your needs.
The plan will be presented in detail, clearly explaining all charges and the reasons behind each recommendation. You will have the opportunity to ask any questions and fully understand your financial strategy.
Reviews
Regular Reviews with your Advisor
We maintain regular communication through quarterly review meetings with your advisor. While these reviews are optional, we recommend meeting at least annually to assess your financial plan's performance and any changes in your circumstances.
You'll also receive online access to all recommended investment platforms, ensuring transparency and ease of monitoring your portfolio.
Transparent Pricing
​​​​We are committed to never recommend products that pay us commission.
​
Our only source of income is our clients, allowing us to focus solely on their best interests.
​
Setup charge: 0-2.25%
​
Quarterly Management Charges: 0.24%​
​
Initial Consultation and Recommendation: No Charge