We offer a free initial consultation to all new clients, with no obligation.
We spend our first meeting together discussing your objectives and priorities.
Following this first meeting we will write to you with our proposal for services.
With your agreement we begin to conduct research and analysis.
Once we have all of the information we need we will construct our advisory report either on a focused or holistic basis.
If you agree with our recommendations we move on to implement them on your behalf.
Once the implementation phase is complete we will agree our timetable for review.
We offer different levels of ongoing review service, which we will tailor to your own individual requirements.
At all stages within our advisory service we aim to be clear, friendly and professional. We want to build long term relationships with our clients where we act as your trusted adviser.