Becoming A Client

By meeting one of our advisers and taking time to get to know each other, we can build trust and help to establish a long-term relationship with you.

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When we fully understand your requirements, we will recommend options that are completely bespoke to your current circumstances and will help you achieve your financial goals. We will also consider whether additional planning, for example tax planning or the use of trusts, could help you to arrange your investments more efficiently.

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Our approach is to be open in all of our dealings with our clients. Therefore, we will explain our charges, your statutory rights, any protections that apply and will also confirm all of their advice in writing. When you invest, we will confirm back to you the full details of the investment you have made. Should you wish to, you can then monitor the performance of your investment via our website.

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The Financial Conduct Authority does not regulate some aspects of Trust, Tax and Estate Planning.

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