Our Services

Setting aims


We will help you to make important decisions about the investment choices that are right for you, by assessing your circumstances and identifying your goals.

Gathering information


We will carry out a full fact find including obtaining details of your existing investments.

Presenting the strategy and actions

Based on your aims, existing investments and risk profile, we will propose a plan for your consideration.

Implementation


Specific recommendations will be made and we will deal with all the necessary administration and paperwork on your behalf.

Reviews


We offer an annual review (or more frequently should your circumstances alter) at which time any changes can be made to ensure the financial plan continues to meet your aims.

Voyant


Based on your lifestyle and future plans, we’ll detail your long term financial strategy using predictive modelling software, along with easy to compare alternative scenarios.

Personal Transformation


We offer a referral for personal transformation coaching from Gloria Budd who will identify any problematic elements and work towards achieving a positive perspective.

Case study


Click here to read a real case study from a client.



NEXT STEP:


To arrange an initial meeting, contact us. There is normally no charge for this initial discussion.
Click here  to download our Client Proposition document.
Click here to download the Thameside Investment Process document.



Our Happy Clients:

I am very grateful to you and your team for the excellent customer service and hard work you have put in.

YM
Thank you for all your hard work on my behalf. I am very happy with everything we decided on and will have my pen in my hand ready and waiting.JB
I believe you are doing your best to protect your client's interests, which I have always found to be true.

GM