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Initial Consultation

The starting point for your journey with us is our in-depth "Discovery" meeting, where we will gain a clear understanding of your personal situation. This critical first step will also help to establish exactly what you expect from your relationship with us and enables us to work through your issues in a systematic and methodical way.

At our first meeting we take the time to gain a comprehensive understanding of exactly what you are hoping to achieve, both personally and financially, including;

  • Clarifying your needs and objectives.
  • Identifying your personal values and beliefs.
  • Identifying your attitude towards investment risk and your investment timeframe.
  • Identifying specific personal and lifestyle goals.
  • Details of our approach and what you can expect from us if you become a client.