At the outset of the client relationship we will:

For Individuals

  • Establish their personal and financial circumstances
  • Establish their financial objectives
  • Ascertain the level of investment risk they feel comfortable with

For Trustees

  • Establish the aims and objectives
  • Establish whether there are any special preferences and constraints
  • Establish the risk profile and time horizon
  • Ensure that the Trustees meet the investment management and related aspects of the Trustee Act 2000. This includes the construction of the Trustee Statement of Investment Policy which is a legal requirement

Individuals and Trustees will receive a personalised report which details the specific recommendations based on the agreed objectives.

Following the implementation of the recommendations a regular review strategy will be agreed and established.