This is the process we use to manage your investments and pension planning:
Our first job is to understand your situation. We will consult you to gather details of your personal and financial circumstances, considering your existing assets and resources.
We will then discuss with you your goals and aspirations as well as your attitude to risk.
This forms the basis of our analysis and recommendations. By really getting to know you we can deliver the most appropriate outcome.
Using the latest analytical tools we understand the breakdown of your existing assets and how these are performing against your objectives.
Matching your goals and attitude to risk with the asset allocation in your investment plan is critical.
We’ll also consider your tax situation, ensuring that your assets are placed in the best tax treatment allowed in the UK.
Once our analysis is complete we design a recommended strategy that uses the most appropriate investment options for you.
Our recommendations must of course be presented to you in a way that you fully understand. That is what we are committed to doing.
We will always provide you with a written explanation of our specific recommendations for you.
Copies of our recommendations as well as the supporting information and other important documents you provide to us are stored securely and accessible to you when you need them.
Our secure online management system provided by True Potential allows you to access details of your investments 24 hours a day, 7 days a week.
You can view your investments and track their performance against your goals.
If any of your circumstances change or if you decide to change anything, you can use our secure messaging system to get in touch with your adviser.
Alternatively you can contact us.