Telephone: 0121 513 0810 | Email: firstname.lastname@example.org
How We Work
Here's how we formulate the plan towards your goals:
Phase 1 - About You
We meet together to discuss your personal circumstances and your current financial situation. We'll go into detail so that we can draw up a complete picture of where you are now, and where you want to arrive. We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our plan. You are provided with our full list of fees and also the service propositions available.
Phase 2 - Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise. We'll discuss risk and reward, and your attitude towards investment risk, as this feedback from you will enable us to construct an investment portfolio which is a major part of the plan. You'll see as we move forward in our discussions how all this fits into place in your personal plan. We will discuss in more detail the service propositions and which service is more suited to your needs.
Phase 3 - Analysis
We'll discuss with you our analysis of your current position, and outline our initial thoughts for the plan. We'll present our recommendations and actions required for you to achieve your goals.
Phase 4 - How to get there
So now we know where you are and where you want to be. In this phase we present your Investor Risk Profile which describes in detail your attitude to risk. We discuss with you your current income and expenditure, your assets and liabilities, and how your existing finances can be best utilised towards the achievement of your financial goals. We also discuss the possible solutions to your needs and requirements. At this stage we would ask you to agree to the recommendations that have been made.
Phase 5 - Implementation
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
Phase 6 - Review the Plan & Progress Updates
Review dates should be agreed and could take place annually or bi-annually depending on your chosen service proposition. The purpose of regular monitoring of your Portfolio is to enable you to clearly see progress towards reaching your financial goals, and for us to make any course adjustments that may be required. Working closely with you we will explain overall how the plan is going and agree with you any modifications to keep it on track towards the achievement of your goals. This will only apply if you opt to take up a service proposition.
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