OUR APPROACH

We like to arrange an initial, no-obligation, meeting with you to discover your needs and objectives and present our service offering.

​

Following this meeting, if you choose, we will prepare a proposal for you in the form of an ‘engagement letter’ outlining the major areas of advice you require.  The financial circumstances, lifestyle objectives and needs of each of our clients are, of course, unique and the specific areas and level of advice we propose will be individually tailored for you. 

​

Having engaged as a client of TLH Probity, we will conduct a ‘fact find exercise’ to discover and record a range of financial and lifestyle information.  This process is central to the development of our personalised advice.  We will carry out extensive research and develop a financial strategy for your review and discussion.

​

Following your agreement and approval of the strategy, we will commence implementation. To ensure your chosen financial strategy remains appropriate to your needs and to ensure you are in a position to take advantage of any opportunities arising in the future we provide a regular review of your strategy relative to your needs within our ‘ongoing services’.