Whether we are building an investment portfolio or planning for the achievement of our clients’
financial goals, we recognise that financial decisions cannot be determined without the right
information to hand. Therefore, we go through a 4 stage programme:

Strategy Development

• Jointly developed and agreed
• Based on lifestyle, cash flow, timeframe and risk/return

Strategy Recommendation

• All our clients wish to maximise investment returns at an acceptable level of risk and achieve either Wealth Creation or Wealth Preservation.

Implementation & Induction

• Jointly commit to portfolio goals
• Implement agreed strategy
• You agree to the Wealth Management Programme and its schedule

W&TM Wealth Management Programme

• Tailored service programme aiming to educate you on financial management
• Coordinate all aspects of your financial life
• Review all aspects of progress against targets
  • Lifestyle
  • Cash flow
  • Returns/Risk
  • Timeframe

Please download our Client terms of engagement for private clients by clicking the link below.