Client Proposition

Our client service proposition is to:

  1. Understand your goals
  2. What do you wish to achieve from your cash, investments, pensions and assets?

  3. Develop the right strategy to achieve those goals
  4. Put a plan in place to achieve those goals. This may or may not involve products.

  5. Minimise any taxation consequences
  6. Tax efficiency is crucial and this relates to the 3 main forms of personal taxation being income, capital gains and inheritance.

  1. Minimise risks
  2. We assess what level of risk you are comfortable taking with your capital (if any) and potential returns and cater accordingly. Why take more risk than you need to?

  3. Communicate in a clear and understandable manner
  4. Ensure your understanding of our recommendations by avoiding overcomplicated proposals and jargon.

  5. Develop an appropriate investment strategy
  6. The key is to have a clear process, structure and discipline

  7. Monitor progress towards achieving objectives
  8. Are you still on course to achieve your goals?

  9. Review the strategy regularly
  10. Is the agreed strategy working for you, are you comfortable with it and have there been any changes in your circumstances which require a change in strategy?