The stages of your journey with us
We’ve been providing expert financial advice for more than 45 years. Over the course of that time, we’ve learnt a lot about what our clients want and need, and how we can best serve their needs.
Our work together typically progresses through the following four, important stages. We call this our WealthPlan Process;
OUR WEALTHPLAN PROCESS
STAGE 1
Consultation
Getting to know each other and your goals.
Understanding your circumstances and financial situation. We pride ourselves on our personalised service which means we never use a one-size-fits-all approach to financial planning.
STAGE 2
Advice
Understanding and analysis
We'll review your existing financial plans, policies and commitments and undertake a period of thorough research to allow us to assess your objectives against your finances and make our recommendations to you.
STAGE 3
Implementation
Designing and implementing your strategy.
Preparing your personal report detailing tailored financial recommendations for all the areas you wanted to review.
STAGE 4
Ongoing Service
Ongoing service
We aim to build long-lasting, trusted business relationships with all our clients. As life changes, so we will be by your side to offer our support and adapt your financial plan to make sure it keeps paces with the changes in your life.
Stage 1. Consultation: Getting to know each other and your goals
The purpose of our first meeting is for us to get to know one another better. We will introduce ourselves and provide you with information about our business, how we work, the services we provide and the costs of those services.
We’ll also ask you to tell us about you; your personal circumstances, the reasons you’ve come to see us, what your short and long-term goals are and what your concerns are. We pride ourselves on our personalised service which means we never use a one-size-fits-all approach to financial planning.
Fees:
This meeting is always held at our expense.
Stage 2. Advice: Understanding and analysis
The next stage of the process begins with the gathering together of your financial and personal information. We’ll review your existing financial plans, policies and commitments and undertake a period of thorough research to allow us to assess your objectives against your finances and make our recommendations to you.
We shall determine the charges for the specified tasks prior to commencing
any of our services.
You will never be subject to any fees until we have reached a mutual
agreement on the scope of the work to be carried out for you and the associated costs.
Stage 3. Implementation: Designing and implementing your strategy
Once we have completed the preparatory work, we will then prepare your personal report detailing tailored financial recommendations for all the areas you wanted to review. In partnership with you, we then agree the recommendations you wish us to implement and devise your investment strategy.
We will help you complete the relevant applications and take as much of the administrative work from you as possible, keeping you updated on progress at all times.
Our initial implementation fee is determined as a percentage of the total funds invested.
Stage 4. Ongoing service
We aim to build long-lasting, trusted business relationships with all our clients. Essential to this are the regular reviews we will undertake with you to ensure your arrangements continue to best serve your goals and objectives. As life changes, so we will be by your side to offer our support and adapt your financial plan to make sure it keeps pace with the changes in your life.
An ongoing service fee will be levied, calculated as a percentage of the funds under our management.
Your partner in financial success
We’ve been providing expert financial advice for more than 45 years. Why have we been so successful?
We like to think we’re more than just top-notch financial planners; we’re relationship builders too. As a family-run practice, we’re proud of the trusted relationships we’ve built and the professional, friendly advisory service we’ve provided to our clients since 1978.
If you’d like to find out how we can help you and your business, use the contact form below.