Our Approach
You can expect to receive the following wealth management service comprised of four key stages:
1. Initial consultation
Our first meeting is face to face and without obligation to you. During this meeting we will take the time to understand what is important to you, understand your individual circumstances and long-term goals, whilst answering any questions you may have. Developing a deep understanding of your goals and objectives to ensure we can offer you appropriate solutions which fit perfectly with your financial requirements is our priority.
2. Analysis and research
Following our initial meeting, a comprehensive review of your existing arrangements in line with your objectives will be conducted. Whilst undertaking this review, we will take into consideration your current circumstances as well your views towards risk. Once your review has been completed, we will then be able to establish whether your existing arrangements are suitable.
3. Recommendation and implementation
Once all the analysis and research is complete we will meet with you to discuss our comprehensive and bespoke recommendations, which will be designed to fulfil your objectives. Some recommendations may be short or meduim term strategies to address current needs that have arisen through our research, whilst others aim to develop your existing plans over the longer term. Once you are happy with our recommendations, we will then take ownership for implementing the areas of advice with which you agree to proceed.
4. Ongoing review Arguably
the most crucial part of the planning process is the monitoring and reviewing of your plans. Building and maintaining strong relationships with our clients helps us to check the plans we implement together remain suitable and continue to meet your needs. We do this by attending regular face to face reviews, to review plans and portfolios, update where necessary and always being available should your circumstances change.
We see financial planning as a journey. Our strategy will be designed to help you reach your desired destination more quickly and more efficiently. We can suggest bespoke, tax-efficient strategies to help you make financial decisions aimed at enhancing your and your family’s future.
Testimonials
