When you have made the decision to come to see BFS there are several steps they take to formulate a strategy that will suit you.

At our initial meeting we ascertain your goals and objectives and determine if we can help achieve these goals and objectives. If we can, we need to record your personal and financial information. This information allows us to tailor an investment strategy for you, ensuring all your goals and objectives are met. This first meeting is free.

From the information provided by you at the first meeting, we assess your goals and objectives, research existing investments if required, and based upon your investor type, form an investment strategy suitable for you.

The second meeting allows us to present to you, the investment strategy we have recommended. We encourage you to ask questions. If you are happy with our recommendation we then implement the strategy on your behalf.

When an investment strategy has been implemented we recommend it be reviewed at least annually to ensure we stay up-to-date with your goals and objectives as they may change over time.

Please contact us to find out more about financial Planning and Wealth Creation.

BFS provides Financial Planning and Wealth Services as Individual Authorised Representatives of