Tel: 0161 303 9977
0%

Our
Process

Partnership that provides ongoing support and advice, providing you with financial peace of mind over the long term.

Planning be that for retirement, accumulating wealth or making the most of your existing capital, we work alongside you to ensure your finances are aligned to your financial and lifestyle goals.

Listening and understanding to you and your future plans, working alongside you and helping you to make the right decisions at the right time.

Building a trusted relationship means what we really deliver is peace of mind, ensuring your finances are managed in a way that is right for you, so that you can get on with enjoying life.

Understanding your goals. A financial plan isn’t just about your investments or pensions, it’s about your lifestyle, what you want to achieve with your life, both now and in the future.

Agreeing with you a strategy ensures all your investments are aligned to your financial plan. What’s important is that the financial plan comes first - once this has been agreed, we will then advise on the products and investments required to support the plan.

Monitoring your financial plan and the investments and products within it by using market-leading risk management tools, we look at your overall investment strategy regularly. If changes are required then we’re proactive in suggesting these as and when necessary.

Single
point of
contact
to your adviser, we make sure that you always have the advice you need at the ready. Call or email us whenever you need to talk something through and we will catch up face-to-face at least once a year; although it’s likely in the early stages that we will need to meet more frequently.