An approach to suit you

Discovery

Our initial meetings will explore your goals, aspirations and values.

We’ll listen to what you would like to achieve for yourself and your family, what major purchases or disposals you would look to make, what financial concerns you might have and how your circumstances and the demands on your income and savings are likely to change.

We’ll also build a full picture of your finances: your assets, liabilities, income, expenditure, current investments and potential for change in the future.

A plan for your future

Equipped with this knowledge, we prepare a comprehensive lifestyle plan; a process that starts by mapping out your financial future.

Presented like a company balance sheet and cash flow analysis, we set out a yearly schedule of income and expenditure, showing the effect this will have on your investments.

Seeing how your wealth is expected to grow over time has a powerful effect, enabling you to think positively about your future. Many of our clients are surprised to discover that they can achieve more in their lives than they thought.

With further guidance from us you’ll be able to set out key lifestyle goals as part of a clear vision for your future.

Keeping on track

Having built a portfolio that reflects your goals and attitude to risk, we check it regularly and ensure it's progressing as planned.

We hold regular review meetings with you to discuss your investments and any changes in your circumstances or goals.

You can also check your investments online, via a secure, client-only section of our website or our MoneyHive online dashboard.

On top of this, we regularly issue our popular Acuity newsletter, publish informative blogs, and keep our social media channels up to date.

Of course, we're available on the phone or in person should you wish to meet up at any other time too.

How would you like to connect?

Request a call back

0121 454 0910
Email us