The foundation of your planning
Having agreed to work in partnership the journey begins by assessing your current circumstances.
Understanding Risk
We will seek to understand your objectives and timescales. We will ascertain your knowledge, experience and capacity for loss and develop your objectives in line with your investment risk profile.
Strategy Creation
Having assessed your current circumstances we will develop a bespoke strategy tailored to your personal objectives and timescales.
Strategic Development
We will then create an asset allocation strategy for your portfolio that is designed to meet these objectives and timescales.
Selection Process
We will seek to generate outperformance through our fund selection process.
Analyse
Your portfolio is back-tested and reviewed using sophisticated software to ensure suitability and effectiveness in delivering your expectations.
Recommendations
After your strategy has been developed and tested we will prepare comprehensive and detailed recommendations.
Implementation
Once you have a good understanding of our recommendations and strategy we will help you to implement it.
Working together
Having implemented your strategy we will continue to monitor and review it accordingly, working with you to adapt it to any changes in your objectives.
Our commitment to you
We will meet regularly to ensure that your strategy continues to deliver your objectives.
