We advise you based on what we would do, were we in your shoes, given what we know.
We will set out, with you, on a six stage process, namely:
- We will take the time to understand you very well
- We will collate information of your current arrangements
- We will analyse and evaluate your present position compared to where you want to go
- We will recommend structures to improve your position and lead you to financial independence
- We will implement alterations to your arrangements, with your instruction and only where it will improve your position
- Equally importantly, we will review your arrangements, at least annually, to ensure you remain on track to meet your objectives.
Everything we do is personal.