Financial Review

We pride ourselves on being great relationship managers and this starts with conducting a full financial review. During this first meeting we will discuss your needs and identify any areas which could be explored further. To enable us to provide you with the best possible advice we need to understand as much as possible about your day to day life and your plans for the future. This is an important first step in establishing a strong and productive partnership going forward.

Once we have carried out the initial meeting we will prepare a report, confirming what we believe your needs to be, before we conduct a detailed review of the whole market to find the best products that fit your requirements.

We are keen during these meetings that you ask as many questions as needed, as we like to ensure you leave fully understanding the discussions.

We are here to help you bridge the gap from where you are to where you want to be. We will guide you through the process of building and managing your portfolio. To find out how we can help you, please contact us to arrange your free financial review.