Their needs, our focus
Investing money is not only about shares, bonds, funds and portfolios.
It begins with establishing what the client wishes to achieve, whilst also listening to them describe their current circumstances, including any key needs.
A proven pathway to prosperity
Over many years in business, we have fine-tuned a process which helps us to deliver suitable investment recommendations.
As mentioned above, it begins with getting to know the client and as part of that exercise we will establish their level of investment experience, investible wealth and preferred time horizon. Critical to ensuring we meet their expectations is assessing their personal tolerance for investment risk and also understanding how they might be impacted by a loss of capital. After analysing any existing investments, we will produce a personalised proposal, which will outline our proposed investment recommendation, including how it will help the client achieve their objectives and the costs involved.