Advisory Procedure

We always focus on the client’s immediate needs and their likely responsibilities and ambitions in the future.


All viable options are looked into, and the advice and/or implementation process follows a simple 6-point plan:


1. Initial ‘no fee - no obligation’ Meeting

Overview of the current savings, pension and investment marketplace. Tax and Regulatory Situation.
  • What do we offer?
  • How do we work?
  • How are we remunerated?
  • What happens next?
  • What are your goals?
  • Where are you now?
  • Where do you want to be?
  • How can you get there?
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2. Data Gathering

Current circumstances. Present investments. Future needs. Appetite for Risk. Tax Position current and future.


3. Plan Preparation

Options and Choices. Asset Protection. Wealth Accumulation. Tax Implications. Immediate and Future Actions.


4. Plan Presentation

Total transparency. Jargon-free explanation of options and choices. Professional projections for future risk and returns.


5. Plan Implementation

Investment Decisions activated. Full client liaison on progress and cash-calls. No hidden-surprises. Monitoring systems installed i.e. Wrap platform and/or regular review.


6. Regular Dialogue and Monitoring of Plan and Circumstantial Change Management

Regular professional review of policy performance and suitability with attention to changes in legislation, taxation, product provider competitiveness and the personal circumstances of clients.
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