How We Work
Our aim is to build a trusting relationship and provide the solutions to ensure that going forward you have the confidence that your financial future is in safe hands.
What is Wealth Management and Professional Financial Planning?
Traditionally most folk have gone into their bank or perhaps to a local IFA firm and bought a life policy, a pension or maybe an investment bond after seeing a ‘financial adviser’. This is very much the old model - the financial adviser that sold a product. The service appeared to be free and therefore painless. Financial advice is likely to have been limited to the sale of the product rather than considering how that action links with what you already have, within the bigger picture. There may often be no ongoing reviews built in. You need to understand this is a one-off sales process.
Conversely, professional financial planning is not a one off sales process. It is an ongoing advisory and support process. The cost is for expertise, strategies and solutions. It may be that advice is not involved at all, but if it is, it comes at the end of a thorough investigative process that looks into the future and takes into account your aims and objectives as well as what is already in place.
Click the sections on the wheel for more information, or read below.
Meeting
1-2 weeks
We offer an initial no obligation meeting to listen to the issues that are important to you and this allows us to explain to you exactly how we work, it also allows us both to understand if we can work together.
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Planning
2-3 weeks
We agree on a plan of action, advise you of the information we will need, agree a fee and an estimated timescale for the work to be completed.
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Present Report
3-4 weeks
Undertake a full analysis of your current situation, including your aims, objectives aspirations, risk profile and present you with a detailed report which will include our recommendations.
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Implementation
3-4 weeks
If you are happy to proceed, we will then arrange a further meeting to discuss the recommendations and to complete any paperwork.
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Review
6/12 months
It is important that your financial plans are regularly reviewed and our review service will ensure that you are always on track to meet your overall financial objectives.
Click the centre of the wheel to start again, or read below.
How We Work
Our aim is to build a trusting relationship and provide the solutions to ensure that going forward you have the confidence that your financial future is in safe hands.
What is Wealth Management and Professional Financial Planning?
Traditionally most folk have gone into their bank or perhaps to a local IFA firm and bought a life policy, a pension or maybe an investment bond after seeing a ‘financial adviser’. This is very much the old model - the financial adviser that sold a product. The service appeared to be free and therefore painless. Financial advice is likely to have been limited to the sale of the product rather than considering how that action links with what you already have, within the bigger picture. There may often be no ongoing reviews built in. You need to understand this is a one-off sales process.
Conversely, professional financial planning is not a one off sales process. It is an ongoing advisory and support process. The cost is for expertise, strategies and solutions. It may be that advice is not involved at all, but if it is, it comes at the end of a thorough investigative process that looks into the future and takes into account your aims and objectives as well as what is already in place.