Stage 1: Getting to know you
Now
that you know all about us, the
next step in providing you with relevant financial advice, is to find
out about you!
A Confidential Client Questionnaire is
used to obtain information relating to your assets, liabilities,
income, expenditure, and insurance needs.
This information is gathered to gain an understanding
of your circumstances, and to
identify your needs, objectives and tolerance for risk.
Stage 2: Developing
strategies & making specific recommendations
After identifing the key issues our advisers develop a strategy to enable you to achieve your financial goals and objectives.
An initial plan is then prepared incorporating
our advice, recommendations and reasoning for proposed actions,
including a full disclosure of costs, to meet your specific
financial goals and objectives. This plan is then reviewed
by you and modified where necessary. A final plan is agreed.
Stage 3: Strategy implementation
The strategies outlined in your approved financial plan are put into
action.
Stage 4: Ongoing review & revising
the strategy
Financial planning is an ongoing process. The preparation of a financial
plan and implementation of the recommendations arising from the plan
are only the start of the financial planning relationship.
Your investments and
investment structures should be regularly reviewed having regard
to your circumstances, goals and objectives to ensure that they
remain appropriate.
Often strategies must be adjusted to make
allowance for changes.
CLICK HERE to arrange a confidential, obligation free consultation to help achieve your financial goals.
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