The aim of this stage is to produce an investment plan which will form the basis of your relationship with us.

  • Research

    We will conduct detailed research on your current financial situation, including any existing plans you may have. The time taken for research will vary depending on your situation. If you have a large number of existing plans this will typically extend this period as we look to obtain the required information. Throughout this time you will be updated on progress by a member of your client team, who will also be able to answer any questions you may have.

    Please note that while we review all your existing plans and take these into account in your planning we do not offer advice on Defined Benefit pension transfers. Advice on these types of transfers is offered as a separate stand-alone service.

    Once the research is completed, we will construct our advice based on the information we obtained in regards to your existing plans and from you in the discovery process.

  • Advice

    We will present and discuss with you the finalised investment plan. This will provide you with an opportunity to gain clarification on the plan and discuss any areas of concern. As well as our recommendations, the plan will also detail the particular risks and costs involved for the advice. We will leave you with a copy of the investment plan so you are able to review the recommendations at your leisure.

  • Implementation

    Once you have confirmed that you understand and are happy with the plan, we will put your agreed strategy in place. This can be a lengthy process, depending on the complexity of your current position and our recommendations. Throughout this period, a member of your client team will provide regular updates on progress.

  • Review

    The review meeting allows you to review the work that has taken place and ask any questions that may have arisen since our last meeting. It will provide the first chance to see what progress has been made in reaching your goals and objectives set out at the start of the process. This typically takes place 1-2 months after we’ve completed the implementation stage.

    The completion of this stage is just the start of a long and rewarding relationship with you. From here, we hope you will engage with our ongoing service approach.

Portfolio design

Successful investing is about having a diverse range of investments and being prepared to invest for the long term.

Key to this is ensuring that you have a well-constructed portfolio of investments which covers a variety of asset classes, such as shares (equities), bonds (fixed interest stocks), real estate, cash and commodities. This will spread the risk of all of your investments falls. However, your financial planner will ensure that your portfolio is appropriate for the amount of risk you are willing and able to take.

What our clients say

As an American residing in London, I have complex tax requirements having to file both in the USA along with the UK.

Satis Tax has not only undertaken this massive assignment with rigour, but more importantly, it has been the very personal engagement and insightful counselling that has shaped the relationship beyond the professional requirement. Their work undertaken has been flawless in its execution. Without hesitation I would recommend their services to all those that require a level of professionalism that goes beyond a remit.


Ross Badger, and now his team at Satis Tax, has been handling my US and UK tax affairs for almost 25 years. Aside from the high quality of the firm’s work and its tireless effort to ensure that tax planning in both jurisdictions is as efficient as permissible, what I have particularly liked is the unstinting personal service that Ross and his colleagues provide. But, perhaps, the best indication of my satisfaction with Satis’ work is the numerous clients I have referred to the firm all of whom have been equally happy with their experience.


Although tax time is no fun for most people Satis Tax makes it easy and painless. Their knowledge of both US and UK tax requirements along with their quick response to queries has enabled me to spend more time on other pressing issues.

Phoenix, AZ

One or more of the Satis Tax principals has been handling my personal taxes, both US and UK, for over 35 years. That fact speaks for itself. Several aspects of Satis' work impress me: 1) Thorough understanding of both the UK and USA tax systems; 2) Attention to detail; 3) A conservative approach combined with an appreciation that for the client "every dollar/pound matters" when it comes to limiting one's tax liabilities.


Having decided to emigrate to the U.S., I was completely unprepared for how complex the interaction between the UK and US tax systems would be. From initial tax planning advice prior to emigrating, several subsequent complex business transactions, to filing both our UK and US annual returns, I’ve always felt assured that Satis have a complete understanding of the complexities of the tax regulations. This has freed us from the worry of tax compliance in both countries. Over and above keeping us complaint, they have been an invaluable sounding board when we have found ourselves facing personal decisions that have had tax consequences through the years we have been living in the US.