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| How we work with you

We work with clients with significant wealth, many of whom have complex financial needs and a wide range of objectives and priorities. They have little time and high expectations of their advisers; we, in turn, offer decades of wealth management expertise, a flexible approach and an outstanding level of service. When it comes to your wealth, nothing is too much trouble.

We are here to ensure that our clients achieve their desired outcomes within the timeframe they want to achieve them. As such, we work according to their schedule, priorities and objectives to ensure they have the information they need to make educated decisions about their wealth.

 

They may wish to know what actions they need to take to ensure they can pay their children’s school and university fees. They might be looking for assurance that they will be able to afford to retire by their desired retirement date. They may require assistance to ensure they can leave a financial legacy to their children without sacrificing the standard of living they currently enjoy. Whatever their goals, they are looking for certainty that the decisions they make now will assist them in achieving their objectives months or even years down the line.

Cashflow modelling

Our work with clients is centred on cashflow modelling, complemented by bespoke, strategic financial planning to keep them on track to achieving their goals.

 

Cashflow modelling is a scientific approach to wealth management that works by taking the data available today and using it to predict future financial outcomes according to a wide range of scenarios. It enables our clients to see how their decisions today will impact tomorrow’s finances, and to spot and avoid potential complications before they ever come to pass.

Our process

When we begin working with you, our advisers take the time to understand your unique needs, goals and preferences to ensure that our advice process works for you. We understand that some clients will feel most comfortable at home, whilst others will appreciate a more professional setting. Still others will prefer the convenience of Zoom or Teams. Wherever and however you choose to meet us, our advice process will follow six simple steps.

Understanding your finances

At this point, we will ask you for information about your wealth and finances via a secure online Fact Find. This will allow us to get a detailed understanding of your current situation, including savings, investments, pensions and other assets.

Initial meeting and review

During this meeting, we will take the time to find out more about you, your current financial situation, and your hopes and aspirations for the future. We will explore what success looks like for you and any concerns you may have. We’ll also seek to find out how you prefer to work, for example, how and when you prefer to be contacted and the level of involvement you are looking to have, so that we can tailor our process to your needs.

Analysis

At this stage, we will analyse your current financial situation in the context of your goals and aspirations. We will assess the steps that need to be taken in order to meet the objectives you have for the future and to mitigate any risks to which you may currently be exposed.

Recommendations

We will pull our analysis together into a detailed, strategic plan outlining our recommended steps. This will be discussed with you in full, ensuring that you understand the implications of each recommendation and are happy to proceed.

Implementation

We take care of putting your plan into action, keeping you updated every step of the way. You will be able to track your progress at all times via our online client portal.

Keeping in touch

We are on hand all year round to monitor your progress, keep you updated and answer any queries you may have.

| Building partnerships

With any client we work with, our aim is always to build a long-term relationship that lasts for a lifetime. Wherever you are in your life, we will be here to support you in meeting the challenges you face and achieving your goals for a brighter and more prosperous future.

 

Should you wish to partner with us, please do get in touch.

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