How we work

Before we first meet, we will usually send you a confidential questionanire to complete which will provide us with some background information. This ensures that we make maximum use of our time together at the first meeting.

The Capital Tower Process is then a continuous 7 stage cycle which we apply to all our clients:

1. Establish your needs, goals, and risk profile
2. Analyse your existing plans
3. Research on suitable new plans
4. Present our recommendations to you
5. Implement these plans within an agreed structure
6. Monitor the performance of the plans against agreed benchmarks
7. Review your plans with you by re -establishing your  needs, goals, and risk profile

At each stage we will provide written reports to back up our recommendations.

By taking a holistic approach to your affairs we may well advise you on matters which seem unconnected to the main reason for your approach to us. However each part of your financial affairs has an impact on others and by making you aware of this we can ensure a more certain progression to your goals.

Because we take this approach we need to know a considerable amount about you.