When you are going to share information about your life and your relationships over a number of years, trusting the people you work with is very important.
Our clients are our number one priority and we are committed to providing a first class service from highly qualified individuals.
We have invested in technology and have robust systems so that we can deliver an efficient, highly personalised service from a dedicated team who work well together.
We work on an ‘up to date’ basis so that we can respond quickly to client queries and requests, usually on the same day.
We are always open and honest and we know that our clients value our integrity and feel that they can trust us.
The Diligent Process
We need to meet, usually at our office, to learn what is important to you and for you to give us information. We explain the ways in which we charge for our services and what we might do for you.
The engine room gets going to pull together the different aspects of your affairs, directly contacting the providers of your policies, investments and pension arrangements. We put the jigsaw together to get the full picture. It can take a few weeks to obtain all the information from third parties.
We put you in the picture when we meet again to explain how the different aspects of your affairs fit together.
Mutual understanding is our aim so we will now answer your questions and agree the way forward.
The next step is for us to make detailed recommendations for change and to implement strategies to move you towards your goals. We will also agree the schedule for future reviews to keep you “on track”.