How We Do It

Understanding your objectives is vital to us, as they are the building blocks to achieving your financial goals. What do you need your money to do? When do you need it by? What kind of return do you need to meet your goals? How much risk can you afford to take? How much do you need to save? Would your family be financially secure if the worst happened? What kind of legacy would you like to leave behind? These are just some of the questions that are important for us to ask when building up a picture about your life before making any recommendations.

Reassessing your goals regularly is equally important. Spending some time each year to see whether your objectives have changed, your personal circumstances have changed, or even if the investment world has changed, helps us keep your plans on track, so we recommend meeting annually to review everything.

Slide UNDERSTANDING YOUR GOALS We take into account your attitude to risk and your long and short term objectives. PORTFOLIO FOUNDATIONS We construct the foundations of your portfolio, tailored to your objectives. DETAILED
RESEARCH
Enables us to identify and select suitable investment funds for you or your business. MANAGE &
REVIEW
We manage and review the performance of your investment portfolio regularly, making amendments as necessary.

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June15

Scott Foy

Scott works as a paraplanner and he has been with us for the last 3 years when he came to us on placement from Queen’s university while he studied for a degree in Finance.. More recently he has completed my Level 4 Diploma in Regulated Financial Planning and got married, so things have been extremely … Continued

June15

Welcome to Chris Macauley

We are delighted to have Chris Macauley join our support team recently and he’s settled in straight away. Chris joins us from Vox Financial Partners as a consultant at Citi Bank, with the job mainly involving Citi’s compliance with various financial regulations. Before that I studied Finance at Heriot-Watt University in Edinburgh for 4 years