We will finely assess your needs based on your current financial position and circumstances, including your risk profile and financial goals.
We will gather information relating to your existing investment portfolio and analyse how your investments have performed against sector averages using Morningstar's graphs.
This will encompass a strategic review of your current situation and a discussion on the way forward.
We will summarise our recommendations and devise an action plan aimed at achieving your financial objectives, taking account of your personal risk profile and income situation.
We will look at every aspect of taxation, including inheritance tax and ways of reducing it.
Here we will prioritise your personal action plan and outline the timescales we will work to.
Using highly sophisticated systems, we will make sure that our recommendations are the very best for your requirements.
Our ongoing relationship includes an annual review to make sure you are on track to achieve your goals.
"I find him (David) reliable, dependable, hard working and extremely professional. In our meetings he has the ability to explain sometimes complicated financial matters in a clear, concise and convincing manner. Furthermore, if I have a problem he willingly makes time to address my concerns."
CJ of Newcastle-under-Lyme
"Alex provided me with excellent advice for investing my pension pot without too much of a risk but still providing me with an income similar to what an annuity would have done, and leaving me with options for future needs. He gave honest and easy to understand advice and I am absolutely happy with the value for money service."
JT of Cheshire