Fact finding - Establishing details about
your assets and liabilities, income and
expenditure. Understanding arrangements
already in place and attitude to investment
Life plan - Establishing your goals and
aspirations for the short and long term.
Understanding your commitment to meeting
Assessing your needs - We will analyse your
current position and assess any gaps in your
situation. Next we will identify what needs
to be done to meet your objectives.
Advice - This will be outlined in the form
of a bespoke report during our meeting
covering analysis and recommendations. This
forms the basis of a formal review at which
we agree on an action plan.
Reviews - Wealth management is a long term
plan that requires regular annual review.
Changes in your circumstances are considered
as well as fund performance.