How Do We Start?

 

We:

Discuss with you the services you want from us, if you want to appoint us to assist you, we provide a draft "letter of appointment" to you - so you can appoint us as your advisers

Where you are happy with this draft appointment letter - and you are ready to appoint us as your financial advisers - you sign off and we get started.

We do this so we know what you expect of us, and you know what we will be able to deliver. 

 

What Services Can I Access?

 

o   Financial Advisory – Areas specified by Client / or Comprehensive

o   Investment Advisory – Areas specified by Client / or Comprehensive

o   Portfolio Management – Scope specified by Client (all assets / specific funds / assets)

For more information on these services please go to the services page.