Relationship Management


The relationships we have with our clients are one of the most important factors in providing a sound wealth management service. Our approach to our clients is always unique, just like your financial needs. Our experienced advisers work with you to understand your goals and aspirations; this allows us to offer genuinely bespoke advice and support.

Building Relationships with Our Clients

Your financial situation is unique and so are our services. We follow a four-step process to build a relationship and provide quality advice:

Our Process for Providing Quality Advice

1.    Understanding You
By gathering information from you we will find out about any plans you already have in place. Then by exploring your attitude to risk and return, and your hopes and aspirations, we will build a picture of what you want to achieve.

At this stage, you will find out what to expect from us and how you will benefit from using us.

2.    Planning
We’ll explore and research various scenarios to make the best use of your existing plans.

We’ll then recommend how you can build on your existing plans so you give yourself the best chance of achieving your goals.

3.    Implementation
Like most of our clients, you will probably prefer us to do the necessary work to put your plan into action. This will save you a lot of time and effort and ensure your plans are set up correctly. We will charge you a fee for doing this, which we will explain to you.

Alternatively, you may decide to implement our recommendations yourself, in which case we just charge you for our time and advice.

4.    Review
Nothing stands still, so it makes sense to review your plans regularly.

We suggest you do this annually. This way you will find out if your plans are affected by changes to legislation or taxation.

You will also hear from us if we have something that we feel will interest you.

Our wealth management advisers are based in Milton Keynes. They focus on understanding your unique financial situation and regularly reviewing your plans to ensure they evolve with your changing needs. We keep you informed and ensure you are supported every step of the way, and we're on hand if you ever need us.


Get in touch to build a financial plan that truly focuses on your needs.

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