Keri has the ability to combine professionalism with kindness and it was these qualities that came to the fore when my husband suddenly passed away and we were catapulted into a situation with the Trustees of his estate which nobody could have foreseen.
As part of our Financial Planning framework of services we include Investment Advice. We are not fund pickers but we aim to offer the most appropriate investment strategy for you which correlates neatly with your Lifetime Cashflow and any long-term planning objectives.
Here’s how it works ...
Initially provide you with our Lifetime Cashflow service.
Portfolio Construction Service
Investment Manager Liaison Service
We meet with you, at an Annual Planning Meeting, to reassess your position and goals, review and update the cashflow and our recommendations, and ensure the plan remains on track.