Private Client Proposition

This is our flagship proposition. We have invested in our business to be able to provide our clients with the quality of financial planning and wealth management proposition to rival that offered by any leading Independent Financial Advisers anywhere in the UK.

It encompasses:

• Construction of a bespoke financial plan to give you clarity over what's needed to achieve your financial objectives.
• We will invest time understanding your objectives & priorities, use leading industry tools to assess tolerance & capacity for investment risk and examine income & expenditure requirements.
• The advice will encompass key areas of your financial planning and wealth management requirements including advice on investment management, estate planning, retirement advice, protection issues and mortgages.
• Once your plan is established we will proactively review it with you each year to keep it on track and keep abreast of any challenges or opportunities that present themselves.

Adviser Assist Programme

Many of our clients have simpler or more ad-hoc needs and so we have developed our Adviser Assist programme to make sure we can cater for their needs in a more reactive fashion.

This in no way means the advice or the solutions provided are of inferior quality, it simply reflects our desire to deliver a service that will be more affordable to clients with simpler needs.

All Adviser Assist clients will benefit from our expert advice and best of breed solutions. Wherever we receive ongoing adviser charging fees we will also provide a proactive review service.

Self Serve Programme

Many of our clients have very straightforward requirements or wish to take more responsibility for arranging and managing their own affairs. As part of our commitment to helping solicitors' clients we designed this service so that the fees associated with face to face regulated investment advice would not become a barrier or prohibative to us helping solicitors to help their clients.

This service is provided mainly by phone and post and/or through our website.