Our process
understanding your position
We build a clear picture of your current arrangements, objectives, and what you are trying to achieve.
Advice & recommendations
We assess your position and provide clear, structured recommendations where appropriate via an Advice Report.
Ongoing advice & oversight
We provide ongoing advice, helping ensure your strategy and investments remain appropriate as your circumstances evolve.
Switching is easy
If you decide to work with us, we will manage the switching process on your behalf, including provider communication, paperwork and transfer administration where required. Most clients are surprised by how straightforward the process is.
Many people come to us frustrated by slow responses, poor communication and a lack of ownership. We believe clients deserve a great service. We aim to respond promptly, communicate clearly and take responsibility for moving things forward.
Fees
Fees will depend on your circumstances and the work involved, but typically consist of:
An Initial engagement fee (advice, planning, & implementation)
An ongoing advice fee
All fees are discussed and agreed in advance, with no obligation to proceed.
Deducted from portfolio
In most cases, fees can be paid directly from your pension or investment portfolio, rather than out of pocket.
VIEW full details
Full details of our services, how we work, and our fees are set out in our client agreement.