We know that Financial Client Management is more important than Investment Management. If a client’s financial plan is not structured correctly from the outset then subsequent financial product arrangements can, and usually are, counter productive.
Our core financial discovery process is based on knowing who the client is from the “inside out” and we utilise the leading global financial risk behaviour tool “Financial DNA”. To this, we overlay the hard facts of assets, liabilities, cashflows, taxation and risk cover in order to give us a complete client overview.
We adopt an educational approach with our clients directly and we collaborate with their accounting, tax and legal advisers. We do not seek to replace the specialist activities of other advisers in tax and legal issues but instead direct client consideration to certain points that may be within the scope of their other advisers’ areas of expertise.
Unlike many financial advisers we don’t operate on the basis of a “quick sale” never to be seen again! We arrange regular scheduled client review meetings so that our clients are kept on track with their own specific financial plans.
Our client advice offering is supported by access to the best financial research, best financial products and the best client information tools available globally.
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