Whether
you are looking for a long-term relationship with your
financial adviser or just some one-off advice, the process
is the same.
Step one is an initial meeting, the purpose of which is
for you to form an opinion of Herbert Scott and decide
whether or not you wish to engage us. This initial meeting
is always free and you are under no obligation to proceed
beyond this step if you don’t want to.
The next step is a letter of engagement which is sent to
you to confirm our understanding of the work we have agreed
to carry out and explain how we shall be paid. Only after
you have accepted our terms will we carry out any chargeable
work.
After we have gathered and analysed certain information
about you, your company or your trust we research the options
available to you and then make our recommendations in writing.
You will be given plenty of time to ask any questions,
and if you prefer you can take our report away for a second
opinion. It is only when we are sure you fully understand
the features and benefits of our recommendations that we will
arrange the new products or services for you.
Our ongoing Investment Management Service is focused on maintaining your financial plan. This involves managing risk and recommending the most appropriate investments as your needs and objectives change throughout your life. By monitoring your portfolio and conducting regular reviews we will ensure you remain on track to achieving your financial goals.
