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The Wealth Planning Process

Our wealth planning experts have vast experience of implementing the right solutions for our clients. Our relationship with you is focused on providing you with the service you need to meet your financial objectives.

1. Engagement

At the initial meeting we will explain the services we can offer and answer any questions you have so you are  completely comfortable with the advice process. Through this discussion we will begin to understand what you want to achieve in the shorter and longer term.

2. Discovery

The first step of the advice process is detailed fact-finding in order to provide us with a comprehensive understanding of your financial circumstances. This then enables us to work with you to define achievable objectives and financial goals.

3. Research & analysis

We will complete a detailed analysis of any existing plans or policies that you hold and undertake extensive market research to find financial solutions that are suitable for you.

4. Advice presentation

Our advice will be presented to you in a written suitability report. The report will encompass an individual tailored plan that will provide you with a clear explanation of our recommendations and how they aim to achieve your specific objectives and goals.

5. Implementation

Where new plans or investments are required to be put in place, or your existing portfolio would benefit from restructuring, we will carry out all the necessary administration on your behalf in order to put the recommendations into action.

6. Achieving Goals

We believe that effective wealth planning requires regular reviews to ensure that plans are adapted to your changing needs and objectives, as well as to market conditions and legislation. Most clients are likely to benefit from an ongoing relationship.

Understanding your goals

 

YOU

GATHERING FACTS

REVIEW YOUR CURRENT SITUATION

Establish your objectives and appetite for risk

ANALYSIS & RESEARCH

PLAN AND RESEARCH

Review of what you have, what you need and the best options for you

SOLUTION STRUCTURE

ADVICE PRESENTATION

Presentation of our recommendations and how it works for you now and in the future

ACTION

IMPLEMENTATION

Putting the recommendations into action

ACHIEVING GOALS

ONGOING REVIEW AND SERVICE

Keeping track on achieving your goals

LIFESTYLE GOALS

INITIAL INTRODUCTION

Discuss what your goals are and the service you want to receive from us.

Why not learn more about how we can help you and your family by speaking to one of our wealth planners?

Our expert Wealth Planners

Whether your goal is retirement planning or protecting and preserving your wealth, our expert Wealth Planners will take the time to thoroughly understand your financial ambitions and goals, your attitude towards risk and any concerns you may have.

Your local WHIreland office

We can advise you on a range of wealth management and investment services. With a regional presence across the UK, learn more at an office near you.

To find out more call us on 0800 877 8866