OUR SERVICES
We are currently at full capacity, but the typical client journey and service is outlined below.
Meet/Fact Find
We begin with an exploratory meeting to see if we would like to work together. If we jointly decide to proceed, an engagement letter is prepared based on your individual circumstances and provides an outline of fees, the plan, including the options and strategies to meet your personal and family objectives.
Recommendation
A detailed plan is prepared encompassing recommended actions and a timetable for implementation. These recommendations can be immediate or phased in over several months, even years, to provide the best outcome.
All the services you need,all in one place.
We offer a wide range of services to meet every type of need.
As an investment manager, accountant and chartered financial planner, we are equipped to provide a holistic financial plan to meet the short term and longer term financial objectives for the family we represent. It is a personal service and we will travel to meet you in the comfort of your own home.