My Approach
At Upper Street, I take time to understand your needs, goals and preferences before I make any recommendations.
Meetings can be held where you feel most comfortable, whether it’s at home, at your place of work or here at Upper Street.
Typically, the advice process is as follows:
- An initial meeting to discuss what advice you require. This is at my expense
- A fact-finding meeting for me to ask the important things I need to know about you
- An investigation phase where I collect information about your existing finances
- An analysis phase where I review the information I have obtained and research your alternatives
- A report phase – where I report to you on my findings
- A formal recommendation – when I present my recommendations to you
- Implementation – once we have agreed the way forward I will implement my recommendations
- Fee payment – once I have completed the advice process to your satisfaction, the fees we have agreed will become due
I also offer ongoing services to my clients. Ongoing services are optional and involve me keeping your selected products under review in accordance with my different service level options.
I can also work with your other professional advisers, such as accountants and solicitors, to deliver a seamless service to you.
Full details of the services I provide and the fees I charge are set out in my Client Agreement which you can download by clicking here.
