Alington Ruthin

We offer you an initial meeting (without charge) at which we will describe our services more fully and explain the payment options. If you decide that you would like our help and input, we will: Gather and analyse personal and financial information about you, your aims and objectives using our 'Know your client form', risk profile document, from talking to you and asking you questions about what you want to achieve. We will then recommend and discuss any action we think you should take and, if you instruct us, arrange relevant solutions for you. At our first meeting we will need to fully understand your finances and wider circumstances in order to ensure we can make appropriate recommendations. In this meeting we will: Give you a business card Confirm the status of our restricted investment management services Our 'managed advisory portfolio' and 'managed portfolio' services are classed as 'restricted' services, since they are designed specifically for investors seeking specialist expertise and advice on investments and investment portfolios. Discuss how we are paid for our services and the level of service you require. Provide you with our client agreement, terms and conditions and client service proposition documents. Advise you to review the information on our website. Assess your current position, needs and objectives by completing a 'Know your client' form. Assess your attitude to, and understanding of "risk" by completing our risk profile document. Establish any time scales for our report and recommendations. Agree an action plan. If you require advice with regard to financial planning services, we can help you with this. There is no cost for this initial meeting.