This is where we find out more about you and what you want to achieve. We will gather information about your existing financial arrangements and personal circumstances, gain an understanding of your investment knowledge, attitude and tolerance towards investment risk and, if necessary, help you to define your financial goals and lifestyle objectives. We will then analyse your current position and confirm if any existing plans or investments that you may have remain suitable for you.

Once we have completed our research, we will present your report to you containing our analysis and recommendations as to how you can achieve your financial and life goals. We will discuss the contents of your report with you to ensure that you fully understand the proposals contained within. It may be as simple as making a few changes to your existing arrangements or it may involve having to make some compromises to help you achieve your aims. Nonetheless, we will always be open, honest, and transparent in our dealings with you as well as providing additional support where required.