How we work
The majority of our clients choose to work with us where we manage all or part of their wealth within the framework of their "Strategic Plan for Life" (further details below).
Additionally we are retained by other clients to work either on a Consultancy basis for specific assignments or to provide stand alone Portfolio/Investment Management services:
Consultancy
Ad hoc, specialist advice e.g. portfolio reviews for trustees, pensions and divorce advice, estate planning, risk mitigation etc.
Portfolio Management Only
Where we are engaged to provide ongoing management of a portfolio only, without ongoing advice in other areas.
Integrated Wealth Management
Initially our role is to undertake an audit of your wealth and to create an evolutionary “Strategic Plan for Life”. This process is designed to provide a disciplined approach and to create a dynamic plan which encompasses tax planning, risk mitigation, portfolio management and estate planning.
Most prospective clients come to us with a somewhat disjointed array of savings, products and investments. Our role is to show you how your current and future assets can become aligned to meeting your long term aspirations.
Not surprisingly this initial process can be quite time consuming for us but it involves only a small investment of your time.
If, on completion of this initial process, you decide to become a client we then implement your "Strategic Plan for Life". You can choose to have your wealth managed on an advisory or discretionary basis.
We believe that, in a rapidly changing world, ongoing face to face advice is essential and we would meet with you on a regular basis, at least annually or more frequently, as agreed on an individual basis.