Wealth Management

Investment Reviews

Our investment review service is a Six step approach.
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Our investment review service is a Six step approach, we will:

  1. Carry out Initial Discovery meeting.
  2. Establish what Income & Capital future requirements you have and understand your specific situation.
  3. Understand your Risk Profile, Capacity for Loss and your understanding of the current plans
  4. Contact all your current providers to obtain all relevant information- this process is detailed and time consuming. There are a whole host of questions that our team will ask each provider, depending on what type of investment it is.
  5. Analyse the various Investments, look at the costs, guarantees, potential benefits, risk of the current funds and understand if they meet your risk tolerance
  6. Provide you with a tailored Suitability Report which will include any recommendations.
    This service is provided at no cost and no obligation to proceed with the recommendations.

Second opinion service

This is a complimentary review of other assets or proposals, from whatever source they may originate. This service is provided at no cost and no obligation to proceed with the recommendations.