Plan for the future

Once we've discussed the lifestyle you want your money to achieve, we go away and prepare a detailed wealth preservation and lifestyle plan for your investments which takes all of the information you give us into account.

The plan reflects your stated aims and desires and translates into an investment policy that's structured to echo your own attitude to financial risk and focuses on the lifestyle you want to live.

It's an extremely detailed document, and sets out a yearly schedule of what income you'll achieve, what expenditure you'll incur and what effect this will have on your investments. It really is a 'plan for the future' and sets the template for how we'll manage your portfolio over the years to come.