Indeed, we feel it is important that you have the time and space to understand our philosophy, our ongoing governance process and why our approach to managing your investments makes sense for you.

As with all of our meetings, we aim to make this engaging and interesting, so you don’t have to worry about it being dull, complicated or unfathomable. Instead, we will simplify a highly complex area of financial planning into a few logical concepts, which you can understand and have confidence in.

A written summary of our discussions, the agreed actions and the rationale for them, will follow for your reference.