The wealth management service that we offer to our clients comprises of 4 stages:
1. Initial consultation
This is a face to face meeting without obligation to you. We use this meeting to understand what is important to you. During the meeting we take the time to understand your individual circumstances and long-term goals, whilst answering any questions you may have. Our priority is to develop a deep understanding of your goals and objectives to ensure we can offer you appropriate solution that fit perfectly with your financial requirements.
2. Analysis and research
Following our initial meeting, we will conduct a comprehensive review of your existing arrangements in line with your objectives. When undertaking this review, we will take into consideration your current circumstances and your views towards risk. Once this exercise 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 tailored recommendations, which will be designed to satisfy your objectives. Some recommendations may address current needs that have arisen through our research, whilst others aim to develop your existing plans. 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. The strong relationships we have with our clients allows us to ensure that the plans we implement together remain suitable and on track to achieve the end goals. We do this by ensuring regular face to face reviews, to review plans, update where necessary and always being available should your circumstances change.