Investments
The process begins with an intial meeting where we introduce ourselves formally to you, and have a discussion during which a financial questionnaire is completed which allows us to focus on the areas which are important to you, as well as your own circumstances and future plans and your attitude to risk.
Once completed there is normally a period whereby we consider your needs and assess possible solutions, from which our recommendations are formed.
Once ready we will seek another meeting to present our recommendations to you.
As a company we only want a client to proceed with our recommendations if they are totally happy with them and understand the finer details and the risks involved.
The value of investments (and any income received from them) can fall as well as rise and you may not get back what you invested.
Once completed there is normally a period whereby we consider your needs and assess possible solutions, from which our recommendations are formed.
Once ready we will seek another meeting to present our recommendations to you.
As a company we only want a client to proceed with our recommendations if they are totally happy with them and understand the finer details and the risks involved.
The value of investments (and any income received from them) can fall as well as rise and you may not get back what you invested.
