We know from your feedback that you really value our face to face meetings that are scheduled up to four times a year. You understand there will be many factors that could impact on our agreed investment or business strategy and any required adjustments are best implemented sooner rather than later. Factors such as general elections, global geopolitical events, currency fluctuations and unexpected economic data could all have a significant impact on the investment markets.

At the heart of high quality advice is really getting to know our clients. By taking the necessary time to fully understand your feelings on attitude to investment risk, your family, your career, your dreams and aspirations we gain a true insight as to what are our clients true priorities. This will not necessarily happen from just the first or even a second meeting. Any relationship takes time to evolve and how much time will depend upon many issues. However, we do know the better more open and trusting the relationship the better the financial outcomes.