We believe that wealth management starts with finding out where you are and where you would like to go in your life. Your adviser will consider how best to protect your wealth and lifestyle and what needs to be done to achieve your goals.
When planning investments, our advisers’ objective is to minimise unnecessary risks while maximising potential and to protect your assets from tax where applicable and feasible.
Prior to providing you with any advice we will take time to understand your current needs, circumstances and attitude to risk. Any advice provided will be confirmed to you in writing.
Perspective advisers offer an initial meeting to understand in broad terms; your needs and objectives and to agree with you that our services are right for you going forward. The cost of this meeting is met by our firm.