Expert reviews

There is no doubt that computer models play a major part in financial planning as they do in many other areas of modern life. It is also essential to utilise the findings that the latest stochastic modelling techniques can show us.

However, we must never forget the value that an experienced expert adviser can add to a financial planning solution and for this reason step four of our process is probably the most important.

Your adviser will discuss their findings, recommendations and logic to ensure that you understand why every decision has been made. They will be able to ensure that all assumptions have had a “human sanity check”.

Although this is critical when your portfolio is first set up, we urge you to look to the future and think about the long term also. We pride ourselves in our long term commitment to our clients and the relationships that we develop with them over the years.

We will continuously review your portfolio to ensure that whilst the world and its financial markets may be constantly moving, your portfolio and the investments within it are not straying too far from your stated aims and objectives.