HOW WE ADD VALUE
Stage 1
Client discovery meeting (at no cost to you)
- Understand your objectives in working with a firm such as ourselves and how we can work with you to provide the best advice and service
- Understanding your personal, family and business objectives and aspirations
- Ascertain broadly where you are financially and building your trust
- Explain how we could add value in helping you meet your objectives
- Explaining and agreeing on how we get paid if we are to work together
- If we agree to work together then we get a more in depth understanding of your objectives, hopes and fears, aspirations, concerns, attitude to risk and tolerance to loss etc
- We collate all relevant information of your existing affairs in order to be able to do a detailed assessment of your current financial position, policies and investments
Stage 2
Research and report
- Once collated, we can do a need analysis
- We can liaise, where appropriate, with other financial institutions, banks, accountants and solicitors
- Construct a report that summarises your current position, your objectives, any shortfalls between the two and some strategies for consideration in bridging any gaps
- We establish the best strategy to achieve your most important objectives and protect your current position
Stage 3
Recommendation & implementation meeting
- Having agreed the strategy we can then formalise a plan which we will review (on a regular basis if agreed), keeping you informed on those matters which are most relevant and important to you
- We can then make specific recommendations as to how this strategy can be best implemented
- We explain the rationale behind these recommendations and ensure that this sits comfortably with you in order for you to achieve your objectives
- We provide and assist you with the completion of all the relevant documentation
- We collate and submit the paperwork to the relevant organisations
- In doing this we answer all your queries and help you make an informed decision towards your financial freedom
Stage 4
Ongoing service – Client relationship
• Review your financial plans
• Regular valuations