How We Do Business

During the initial appointment we will sit with you to gain an understanding of your financial situation and how we can best assist you to meet your goals and objectives.

We then research the most appropriate investment and insurance solutions and present you with our recommendations. If you wish we can then upon agreement implement these recommendations in a cost effective and timely manner.

We predominantly offer a fee based service which operates in the same way as other professional advisers such as accountants and lawyers. Details of fees will be discussed during your appointment and we will provide a guide on the applicable fee before beginning the work.