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.
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.
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.
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
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
Presentation of our recommendations and how it works for you now and in the future
Putting the recommendations into action
ONGOING REVIEW AND SERVICE
Keeping track on achieving your goals
Discuss what your goals are and the service you want to receive from us.