Bespoke Wealth Management

How we work

We aim to make things as simple for you as possible.

01 Initial Meetings

02 Analysis & Research

03 Recommendations

04 Implement

05 Maintain & Review

01

Initial Meetings

The aim of this initial no obligation consultation is to provide you with a clear understanding of what you can expect from your Wealth Manager. We will clearly explain the cost of our services and the type of advice we provide.

We will discuss your immediate and future financial goals and aspirations. It is at this meeting you will be asked to provide detailed information regarding your current circumstances, both personal and financial.

02

Analysis & Research

Your Wealth Manager will now complete a thorough review of your circumstances and analysis of any existing arrangements. The aim of this stage is to ascertain how suitable your existing arrangements are in relation to your needs and any specific objectives you may have. If required, your Wealth Manager will also engage with your other professional advisers, such as your solicitor or accountant.

03

Recommendations

It is at this stage that your Wealth Manager will present you with the results of our analysis, as well as your personalised recommendations. We will provide you with a comprehensive report detailing the reasons for our recommendations and how any financial plan is to be implemented.

04

Implement

We will now engage with the appropriate solution on your behalf. This stage includes completion of application forms and supporting documents. Our administration team will assist in the submission of any application to ensure accurate and timely processing.

05

Maintain & Review

On an annual basis we will review your financial plan and any investment strategy we may have implemented. If required, it is at the annual review meeting we will recommend adjustments to your financial plan to reflect any change in circumstances.

Contact Us

Have a question?
Would you like a meeting?

0117 440 7869

  • Knightwood Court, Mead Road, Bristol, BS34 8PS

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Bespoke Wealth Management