Two heads are better than one
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.