Our Wealth Management Process
Our 6 Stage Financial Planning Process
Engaging with a professional firm can sometimes be quite daunting, in particular when it comes to something as personal as finance and money.
We take time to understand your requirements and gather the relevant information, staying in touch to refine and update our detailed plans as your situation evolves. The aim of our continued support is to help bring your plans to life, so you can have confidence in your financial security, whatever the future may bring.
- Getting in Touch
Whether you wish to speak with a particular planner or have a general enquiry please call or email email@example.com and our team will be happy to help. Please be aware that our offices are open between the hours of 8.30am and 4pm Monday – Friday
- The Initial Meeting
We never charge for an initial meeting. All initial meetings are held at our expense.
The initial meeting usually lasts an hour and provides an opportunity to discuss particular issues or solutions you are interested in, and ask any questions about our team, services or fees.
Depending on your requirements you may be asked to bring along relevant paperwork in advance of this meeting. Initial meetings provide all the necessary answers to establish if we can assist you and importantly, check that you like our team and feel confident and happy to take things forward.
- The Proposal
Should you wish to engage in our services, a proposal will be sent to you outlining the matters discussed, explaining our services, fees and next steps.
Further to agreement, our team will collate the relevant information and work towards creating your report, recommendations and solutions. This will then be posted out to you.
- The Follow Up Meeting
If you are happy with the proposal, a second meeting will be arranged to run through the details and gather the information we need to take things forward. This is generally done at a face to face meeting but can be done over the phone if more convenient.
- The Annual Review
As a minimum, we ask to meet with clients once a year to review their plan and discuss any changes required or review any events that may have had an impact on your financial situation.
- The Ongoing Relationship
We keep in regular contact with all our clients, and will meet with you as often as you need.
Follow the links below to find out more about the specific services we offer, or get in touch to book an initial meeting. We do not charge for our first meeting, so why not book in a call or face-to-face meeting now and we’ll be happy to find out more about your circumstances and talk you through your options.