How we work with you

At Segue, we recognise that long-term and successful relationships with our clients are built around trust and in-depth knowledge. We believe that it is essential for all parties to clearly understand and know each other. To this end we implement the following 6-step process:

1. Getting to know you
The first stage in working with you, is to get to know you and your current situation. A confidential questionnaire is used to obtain relevant information relating to your assets, liabilities, income, expenditure, and insurance needs. This information is gathered to gain an understanding of your circumstances, and to identify your needs, objectives and tolerance for risk.

Click here to download our confidential questionnaire.

2. Profile consultation
Having determined that Segue’s service may be suitable for your situation, you will be invited to attend a Profile Meeting. Here we will learn more about you and work on identifying your priorities and concerns. During this consultation period we will establish together whether we can provide the advice you need and you are committed to the planning process.

These consultations are offered at Segue's expense.

3. Strategy consultation
At this point you will be ready to discuss your short and long term aims and objectives. We will offer options and strategies – where benefits tailored to your personal circumstances and needs will be discussed in detail. During this consultation, salient points from the profile meeting are distilled and applied to your unique situation.

4. Authority to proceed
To proceed with Segue’s service it is necessary to sign an “agreement to proceed” which sets out in detail all fees and charges.

5. Plan preparation and implementation
Having decided to join Segue’s Portfolio and Administration service, depending on your circumstances there are a number of steps to take in this implementation phase. These will be discussed in detail with you, and you will obtain support and assistance throughout this process. A detailed report will be prepared, and this will include an outline of your current personal and financial position; aims and objectives; concerns; strategic analysis, recommendations and schedule of the required actions.

6. Ongoing advice & support
The preparation of your financial plan and investment portfolio is only the start of Segue's relationship with you. Our ongoing advice & support is aimed at keeping you in control of your investments. We will update you on any changes in the markets and also suggest any changes that should be made in order to keep your investments objectives in line with your comfort of risk and return. Our advisers are always ready to answer any questions or concerns that you may have. Essentially we continue to evolve your original plan, supporting the varied and many directions your goals drive your future.