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How we work

10 Steps to investment success

We understand that any investment decision needs to be made carefully and confidently.  That's why our investment process is designed to ensure that you're comfortable and confident at every stage.


Investment Process:
  1. We have a free initial no-obligation meeting
  2. You decide whether you're happy to proceed
  3. We create a detailed Investor Policy Statement (IPS) for you
  4. You confirm you're happy with your IPS
  5. We prepare an Investment Plan for you
  6. You confirm you're happy with the Investment Plan
  7. We start investing for you
  8. We carry out an initial review
  9. We have ongoing review meetings and make changes whenever needed
  10. We keep you up to date with how your funds are progressing