Process

Arrange a Call

We ask you to briefly explain to us what you’re looking to achieve via our online ‘Arrange a Call’ form. We’ll come back to you to explain if, and how, we can help. You then decide if you would like to arrange a longer follow-up meeting.

Meeting

We'll meet to discuss your situation in detail. We’ll agree parameters for our subsequent Proposal. We’ll ask you to complete our online Risk Tolerance Questionnaire which we will need prior to writing the Proposal, which will be emailed to you.

Subsequent Meeting

This is very often a clarification, refining and question and answer session. At the end of it, we’ll ask you if you’re happy to proceed, and if so, we’ll agree a time to complete the application process.

As a Client

You can expect a quarterly meeting to review progress and any issues. You will have 24/7 access to view your portfolio online.