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OUR FINANCIAL ADVICE PROCESS

            We  look  at  your  entire  financial  position,  your  needs  and  what  you  want  to  achieve  in  life
            before helping you plan how to get there. Then we guide you through a simple step-by-step
            process to create a financial plan tailored specifically to your needs.






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            OUR FINANCIAL         UNDERSTANDING         CONSIDERING THE       BRINGING              STAYING ON
            ADVICE PROCESS        YOUR GOALS            OPPORTUNITIES         YOUR PLANS            TRACK WITH
                                                        AND RISKS             TO LIFE               REGULAR ADVICE
            We look at your       At our first meeting
            entire financial       we get to know        Understanding your    We will work          We will review your
            position, your needs   each other; we       circumstances,        closely with you to   strategies regularly
            and what you want     discuss your          goals and attitudes   implement your        and you will benefit
            to achieve in life    current situation,    to risk – investment   financial strategy    from our ongoing
            before helping you    your life goals and   risk and life risk –   step-by-step, so     support and advice.
            plan how to get       values to             we will investigate   you can have as       We will stay in
            there. We guide you   understand how        the range of          much control as       touch, ensuring
            through a step-by-    financial advice can   financial options      you like, know        your plan stays up
            step process to       benefit you and        available to help     where your            to date as your  life
            create a financial     your family.          you reach             money is going        changes.
            plan tailored to                            your goals.           and why.
            your needs.








                                  OUR ONGOING COMMITMENT                     OUR PEOPLE
                                  It’s difficult to predict if and when things   Our advisers are fully qualified experts
                                  may change, and even harder to keep up     in personal finance and investment. We
                                  with frequently changing legislation and its   are committed to ongoing professional
                                  implications. We provide ongoing advice and   development and education to give you the
                                  management of your strategy, including regular   most up to date technical knowledge and
                                  performance reporting, communication about   advice, tailored to your needs. Our experience
                                  investment markets and maintenance of your   and specialist knowledge helps you make
                                  investment portfolio and insurance coverage.  sense of all your options, so you can choose
                                                                             the best solution for you.
                                  OUR DOOR IS ALWAYS OPEN
                                  You can contact us at any time, particularly if   We observe a strict and comprehensive Code
                                  things change. Our team is always available   of Professional Conduct, and are subject to
                                  to talk with you.                          stringent compliance and audit guidelines.
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