Tailored Advice, Seamless Management – Your Wealth, Our Priority.
Introduction
Our initial meeting with you will be at our cost – this meeting can typically take between 30 minutes to 1 hour. The purpose of this meeting will be for us to understand your current situation and financial aspirations for the future - this will also allow us to advise if we can assist you and believe we can add value.
Information Gathering
During this ‘fact-finding’ meeting we will be collecting and confirming all your important financial information – some of this will be done together, with some being completed via our secure online portal. Some of the key areas will be to:
- Establish your financial objectives and find out what’s important to you and your family
- Agree a suitable emergency fund to ensure you’re adequately protected in the short term and discuss any planned expenditure
- Understand your existing arrangements and how they could be used to meet your current and future objectives
Research & Recommendations
Providing Chartered advice, you can count on us to conduct the necessary research to make a suitable recommendation. We will consider your existing arrangements to ensure they are still meeting your objectives and are ‘fit for purpose.’
After fully analysing your existing plans, we will discuss our findings with you and our suggested actions – allowing you to make informed decisions.
If necessary, we would have discussed and agreed an appropriate level of risk that will enable your investments to grow in-line with your expectations.
A further meeting will take place to allow us to present our recommendations and discuss why we believe they will help you to reach your goals. You will have time to ask any questions and the opportunity to consider our recommendations before making any decisions.
Implementation
Upon completion of all paperwork, we will move towards implementation. You will be allocated to one of our experienced administrators, who will work alongside your adviser to ensure this process is handled as efficiently as possible.
Your adviser will see this process through to completion and keep you updated along the way. You will receive confirmation following completion.
Remaining on Track
We pride ourselves on building life-long relationships with our clients. Not only will regular reviews ensure that longer-term plans are on track – they will allow us to fine-tune and make changes should your needs or circumstances change. This client-focused approach goes beyond managing wealth – it cultivates your financial success and peace of mind.
Our business has grown through personal recommendations from our many satisfied clients – we pride this on always providing a high level of service with each client that we work with.
