How we work

At Encompass, we always aim to build long-term relationships with our clients. By knowing what you want out of life, we can best plan and monitor your finances. This is done through our initial 4-step approach:

• Client fact-find – Q&A's about you and what you want
• Research and design solutions
• Present and implement solutions
• Prepare a letter documenting our advice and recommendations

Our role
We believe that financial advice is more comprehensive than providing a simple, one-off solution. Keeping a close eye on your long-term investments is just as important as picking the right ones in the first place. That's why we offer the unique iPortfolio service to our clients – a service designed to monitor and review how an individuals underlying investments are performing against key benchmarks – that provides key recommendations on any changes that need to be made and an overview of what's happening elsewhere in the market. To all new prospective clients, we offer part of this service as a FREE TRIAL. To find out how it could benefit you, why not take our Portfolio Challenge.

Your benefits
Ultimately, we never forget that it's your money we're investing. We're always looking at new and innovative ways to improve our offering to you and help with any issues or concerns. If you would like to get in touch, there are many ways in which you can contact us – we'd be happy to hear from you.