Our Private Client Service

At the core of our service is our financial forecasting process where we take your current situation and objectives, forecast this into the future and look at a wide number of “what if” scenarios. This process is highly dynamic and helps our clients to assess the “art of the possible” and focus down to what they feel is their preferred route – this is then set as the “core plan”. We then look at all the ways that this route could be optimised, for example utilising tax allowances and other structures as well as investment enhancements that could add value to the core plan and put clients in an informed position on how best to achieve their objectives.

Our starting point is to meet with you to talk through your situation in more detail and get a deep understanding of what you would like to achieve. This is also a chance for us to address any initial questions you may have. We will give you a high level view of various options which may add value to your situation. This meeting is at our cost so there is no charge for you to get to know us and see if you feel we are a good fit for you. After that meeting, should you wish to proceed, we will work with you to gather additional data in order to complete a comprehensive summary and review of your circumstances and make formal recommendations to optimise your situation.

Our charges for the various stages should you wish to sign up with us for formal advice at that stage are laid out here.

Some details about our team can be found here.