Your adviser is supported by a highly qualified technical research team. Together they will discuss your situation and requirements to research and prepare detailed initial recommendations which are based upon:
- your agreed objectives
- your agreed approach to investment risk
- your tax position
- current legislation and regulations regarding pensions and investments
- the technical information we obtain on your current pensions, investments and life assurances
- best-value investment solutions, tax wrappers and products in the marketplace
- discussions with your accountant or solicitor, if applicable.