How We Work

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It is quite impossible to give meaningful financial advice without details of a client’s current financial situation. Here is a summary of the Hamilton Financial process:

1

We meet our prospective client. We listen. Then we tell them what we do, how we work and how we charge.We do not give free advice because, quoting that well kent financial sage, Mr Michael Caine , “advice which is free is worth nothing”.

2

The prospective client may wish to appoint us. In which case we will, with the client, complete a Hamilton Financial Fact Find, explain Platforms, discuss Risk, discuss Investment Mandates and lastly get the client to agree an investment mandate which suits their own situation – this important document is called the Hamilton Financial Client Risk Profile, Investment Mandate and Target Yield  client statement.

3

We write an advice letter

4

Agree a course of action

5

Implement the agreed strategy

6

And finally, we review our advice at periodic intervals.
NB it is important to emphasize that each client investment portfolio managed by HF will take into account their individual preference for income and/or capital appreciation (growth).