01 Initial Meetings
02 Analysis & Research
03 Recommendations
04 Implement
05 Maintain & Review
01
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
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
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
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
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.
Knightwood Court, Mead Road, Bristol, BS34 8PS
