Step 3 – Recommendation and implementation

Your strategy gives you the big picture about your wealth, but now it’s time to get down to the details. When we start working together, we’ll explore the best ways to help you meet your objectives. As our client, you’ll have access to our extensive panel of investment solutions, specially curated by our expert team.

Once our team has completed their review of the most appropriate solutions for your needs, they’ll prepare and talk you through your personalised report. This document outlines our recommendations in plain English, clearly explaining all the pros and cons.

If you’re happy with the suggestions we’ve made, we’ll put them in place on your behalf. Our team will take care of all the necessary paperwork and admin, so there’s nothing for you to worry about.