We establish your life goals, personal circumstances, aspirations and concerns.
We collect all the relevant personal and financial data and establish your perceived risks.
We assess your current position and how you have arrived there, with the intention of making a recommendation on the type of products that will best suit your needs.
Having completed the preparatory work, we will prepare a personal report and recommendations, then set out different strategies which can be used to get you where you want to be.
We agree the plan to implement the strategy to help you achieve your objectives over a given period of time.
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