Your Financial planning and Investments are too important to leave to just one person as happens at most Adviser firms.

​

However experienced our Advisers are, no one has all the answers.

​

At the start of any advice to a client, the proposal for you will be assessed through our Early Peer Review.

​

Our approach is that there are few proposals that cannot be improved by debate and discussion with knowledgeable colleagues.

​

The Early Peer Review will check many things. Is the proposal logical? Has something been overlooked? Is there a better way to solve the problem? Has all the relevant information been gathered?

​

When your Adviser has clarified the proposal with you, they will ask  you to sign a Terms of Engagement.

 

​Then we will turn your proposal into a formal Report.

​