The logical starting point of the investment process is for us to get to know you, to understand your goals and objectives, your dreams and aspirations.
Our fact find will be wide ranging to ensure that any advice we give or recommendations we make will be soundly based.
A well as taking account of your personal and financial circumstances, the fact finding will cover your broader attitudes and values and the level of experience and knowledge you have about investing and its associated risks.
Having established your goals and objectives, the results you expect and the timescales involved we can begin to consider issues such as access to your money and the levels of flexibility required—whether you want growth in the value of your investment or are looking to generate income from it.
We will consider your personal circumstances, including your tax position, well before we give you any advice or recommendations — any recommended investment product will give you the most.