Client Services - Getting to Know You

No two investors are alike and it is important that before we provide you with any advice on our services, we take time to find out more about you and your personal circumstances.

This includes:

• Understanding your level of knowledge and experience of investments
• Your financial position (including income, commitments, assets and borrowings)
• Your tax status

The more information you can provide about your circumstances, the better position we are in to advise you on which investments will best fit your needs.