Understanding your needs |
Understanding starts with listening. Our approach to managing your wealth is to listen first and advise second.
We follow a five-stage process for giving advice:
The more we know about you, the better we can tailor an appropriate investment strategy.
The first and most important stage in this process is to understand your financial needs, your personal circumstances and any other relevant financial factors. The discussion will cover:
- your investment time horizon
- when you will need access to your funds
- whether you require a regular income or whether capital growth is more important
- your key preferences and constraints
- the degree of involvement you would like
- your attitude to risk
Only after we take the time to fully understand and analyse your needs will we propose the various options available to you. And then together we will agree with you the most appropriate strategy to manage your wealth.