As you would expect, we need to understand what’s important to you before being in a position to come forward with any form of advice. This starts with us asking questions about you, your current position and of course, your goals for the future.
The next step towards delivering our advice calls for us to use our experience and knowledge to carry out detailed research on your behalf. This allows us to place options side by side and compare their performances and risks. Which are best suited to you?
Sharing our findings and recommendations with you is the next stage in the advice process. We will thoroughly explain everything to you, leaving you well placed to consider the advice we give, allowing you as much time as you need to make a decision at your own pace. Never will our clients be allowed to make a decision if we feel you need more time.
Ongoing Servicing of Your Portfolio
Many of our clients appoint us to provide ongoing support. We offer a range of options for those that want us to stay in touch. Please take a look at our “Ongoing Servicing Support” document by clicking here.
I would recommend him to anybody
needing financial advice
I will certainly recommend your company to others, and will
contact you again if I need help
We find him very reliable, honest and trustworthy, and always gives
sound advice when dealing with our financial affairs
James created a very calm relaxed atmosphere for our meeting and listened attentively as we outlined our situation, the actions we had taken, the ones we were considering and the areas we were uncertain in. James was excellent in every way , calling
upon his obvious knowledge he was affirming in some areas, made suggestions for others and we felt he ‘engaged ‘ with our agenda. Throughout, there was a two way dialogue, touches of humour and a definite feeling of moving forward
A man who is not only good at his profession, but also one who
performs it with genuine concern for the financial wellbeing of his clients
Very professional in all aspects of financial advice. Everything was explained in a plain
and clear manner. Thanks for helping me through a very difficult time
Our experience of Financial Advisers had not been what you would call easy, so it was a pleasant surprise to meet
Martin who went out of his way to be friendly and efficient in dealing with all of our questions
So grateful for a
friends recommendation
