Introduction & Initial Discussion
At the outset we will define the relationship we will have with you and clearly explain our services and how we can help you. We will confirm how much our services will cost and what you can expect in return from us.
Identifying your Objectives
Together we will define your goals and objectives, the level of risk you are willing or can afford to take in meeting these, and the time frames that are appropriate.
Analysis, Research & Report
Depending on your specific circumstances and objectives, this may include analysing any existing savings, investments and pensions; financial protection coverage; cash flow modelling forecasts; retirement planning and tax optimisation strategies.
Answering Your Questions
We will always give you as much time as required to come back with any questions and to consider what’s best for you. We like to educate as well as advise; ultimately, we want you to feel confident in choosing your path forward.
Completing the Paperwork
Most products and services nowadays have an online process that allows us to complete documents on your behalf before sending these for your approval. Where that isn’t the case, we will walk you through any application forms step by step and ensure that the whole process is, for you, simple and straightforward from start to finish. Thereafter, we will continue to keep you updated until everything is completed.
Monitor and Review
All clients will receive access to our secure online Client Portal where you can access valuations, link accounts, store documents safely and contact us via secure messaging for when sending sensitive information.
If you put us in charge of reviewing your financial plan, we will report to you on a periodic basis at set intervals as agreed between us at the outset. These would typically be six-monthly or annually.
This allows us to track and monitor the performance of your investments, ensuring you remain on track to fulfil your goals and objectives. If or when any changes need to be made, we can act swiftly and decisively as you are already onboarded as a client. Having an ongoing relationship can provide you with peace of mind, knowing there is a safe pair of hands looking after your money – especially when financial markets become more unpredictable. Furthermore, we are always ready and available to offer our advice and support on any aspect of your finances.
Whilst we firmly believe our ongoing advice and portfolio updates will ultimately deliver good value and help ensure returns are maximised over the long-term, such services are optional and you can also cancel them at any time.
Take control of your financial future
Get in touch
Should you wish to speak with someone immediately, please call our Liverpool office below:
+44 (0) 151 236 9973
1 Old Hall Street
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