Getting to know you
Before making any recommendations, we always make sure we fully understand your circumstances. After an initial conversation to gauge whether you are likely to benefit from our services, we will set up a more detailed discussion. We will send you details of our company and services in advance of this meeting, in addition to an outline of the things we would like to discuss so that you know what to expect. What we learn about you and your financial needs during the meeting will form the basis of our advice.
As part of the discussion, we will carry out an assessment to determine which of our private wealth management services would best suit your needs. Based on this assessment, we recommend one of these options: