Our Advice Process
All new clients are invited to an initial meeting at which the services we offer will be explained fully. The aim of this meeting is to provide you with a clear understanding of the services we offer.
Usually the initial meeting with you will lead to a second meeting, at which we will provide you with our recommendations. Any recommended actions you agree with will then be implemented and reviewed on a continual basis.
We will review your financial plan and investment strategy annually, to make sure that you are on track to achieve your goals and identify any changes that may need to be made.
Long Standing Connections to Solicitors
We have worked closely with local firms of solicitors providing independent financial advice to their clients for the past 20 years. Until recently we were an internal department in Harrison Townend & Ormeshers Solicitors based in Hyde near Manchester.
We also have long standing arrangements with Rupert Wood & Son Solicitors, Ashton-under-lyne, Manchester.