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Consultation  Process

 

1.     Fact finding - Establishing details about your assets and liabilities, income and expenditure. Understanding arrangements already in place and attitude to investment risk.

2.     Life plan - Establishing your goals and aspirations for the short and long term. Understanding your commitment to meeting your objectives.

3.     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.

4.     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.

5.     Reviews - Wealth management is a long term plan that requires regular annual review. Changes in your circumstances are considered as well as fund performance.

 

Advantage Wealth Management Ltd is directly authorised and regulated by the Financial Conduct Authority. Registered office: 6th Floor, Gordon Chambers, 90 Mitchell Street, Glasgow G1 3NQ. Registered in Scotland no. 449404.

 

The guidance and/or advice contained in this website is subject to a UK regulatory regime and is therefore restricted to consumers based in the UK.

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