Our Client Propositions.

This is our most popular service level and is designed for clients, and their families, who need and value an ongoing relationship with their expert Financial Planner. We will build your financial plan and then, through our annual planning meetings and the oversight of our investment committee, maintain it to ensure your journey remains on track.

A Financial Planner's expertise is broad. Sometimes a client's need is for a bespoke piece of work where there is no long-term relationship. At other times, clients with extensive professional financial expertise or experience require a unique service with a different kind of ongoing relationship. We can accommodate these kinds of scenarios and put a bespoke fee and service agreement in place.

Our support service is for family members (often younger) who have simpler needs but would benefit from our skills, our ongoing guidance, and the advice that we offer.

This is specifically designed for trust planning and investments, where consideration of complex tax arrangements needs to be given with multiple parties or for those acting as attorney for others.

We will confirm which of these advice options will be provided before we start working with you.

Where you have chosen a holistic service, we will provide full and comprehensive advice rather than limiting it to one area of financial planning. This means that we will consider how all your plans and investments overlap and interact with one another in order to formulate the most efficient strategy for your needs. In order to construct an all-encompassing financial plan for you we will consider all your assets and financial plans.

If you have elected for a focused advice service under Bespoke, we will provide you with information on the types of product and areas of advice that we recommend for you.