We’re hopefully going to work together for decades to come.
We have to make sure we will get along and able to build a genuinely positive, trust-based, friendly relationship.
Life is too short.
This will involve:
- mapping out your financial position
- working out what is where
- getting the documentation formalised
Get a plan agreed
We’ll have at least an annual review. That can be
- at your house
- somewhere convenient for you
- We are a new business, with new ideas
- We are an independent firm of financial planners and investment managers
- We have collective experience of over 60 years in financial services
- We use the latest technology to help us engage and communicate efficiently
- We use a simple and transparent fee model
- We aim to work with good people and