We view the recommendation process as joint venture between you, as client and ourselves as adviser. However we never lose sight of who is the most important person in this partnership – you are, as it's your future prosperity and finance. Our position in the partnership is to help you understand the matters under consideration for you then to be able to make an informed decision based on facts and then to keep you up to date with progress. As we also view the relationship as long term we may agree at an early stage a "shopping list" of desirable financial products and complete these at future meetings.