Risk Assessment – We will ask you to complete a risk tolerance questionnaire in order to fully explore your tolerance for risk and your expectations for future returns.

Details of existing portfolio – We will carry out a complete analysis of your current portfolio. Included in this are current and savings accounts, investments funds, personal and company pension plans, trusts and any other assets and liabilities.

Existing Retirement Planning – We will discuss the lifestyle you wish to enjoy during your retirement and the age at which you wish to retire. We will prepare a new analysis to determine what amount of investment and any additional savings may be required to achieve your goals. We will analyse how best to achieve your goals and any tradeoffs that might be needed to achieve these objectives.

An Insurance Review – We will assess your current provisions for life, disability, and long-term-care insurance to determine whether you have both adequate and cost-effective coverage. We will make suggestions regarding the appropriateness of your cover within the framework of meeting your goals.

Through our strategic partners, we can also review your property and casualty insurance and offer bespoke insurance solutions in connection with your home and personal possessions.

We can also provide more specialist advice, across a broad spectrum of markets, to enable you to identify, manage and mitigate both personal and business risks.

Estate Planning Review – We will review your existing estate planning documents (Wills, Trusts and Powers of Attorney) to ensure they reflect your wishes and determine whether there is a need for any additional estate planning. We may also recommend independent Lawyers who specialise in drafting estate planning documents.

All preliminary work is conducted on a time costed basis, thereafter we offer three levels of portfolio management. Each level has distinct features and advantages and are described below in further detail. Following our initial meeting we will help you decide which level of service is right for you.

For more information please email one of our team or call to speak to an advisor.

For all of our contact details please see Our People