Creating a professional financial planning strategy
We make sure we take the time to understand your needs, goals and preferences before we make any recommendations – this is the process we follow.
1. YOUR INITIAL CONTACT
We contact you to arrange a convenient time and place to meet.
We'll require you to gather financial information in advance of our meeting. This will enable us to develop a clearer picture about your particular situation. To help us do this we'll need to see documents, including life assurance, mortgage, pension, savings, investments or bank statements. This is also an opportunity for you to outline the issues that you'd like to discuss.
2. YOUR REVIEW
We assess your current financial position and help identify your goals.
At your review we provide information about our services and explain how we charge and the type of advice we offer. If there is anything you want to discuss, your review meeting is the perfect time to consider these other areas. We assess your assets and liabilities, discuss your objectives and priorities and consider your attitude to risk.
3. PREPARING OUR RECOMMENDATIONS
Using the information we obtain from you, we develop a detailed financial plan.
We look at whether the financial plan will fit in with your lifetime goals and make sure you are comfortable with the timescale for implementing the plan. We research the market, review different products and providers and follow up with the preparation of a document outlining a strategy tailored to your individual goals and circumstances.
4. DISCUSSING OUR RECOMMENDATIONS
We take you through our recommendations in detail.
We explain why we've chosen specific solutions and outline product features. Our goal is to ensure that you understand why we have recommended certain products or a particular advice strategy. We'll also discuss the cost of any future work and explain how you can check on investment performance.
5. IMPLEMENTING YOUR PLAN
All the necessary product paperwork is completed and processed.
We make sure that all our recommendations to which you've agreed have been implemented. We'll also liaise with your accountant or solicitor if appropriate.
6. REVIEWING YOUR PLAN
At this point, you'll agree how often you want to review your plans.
The frequency and level of contact you have with us is up to you. It could be face-to-face meetings, over the phone or by email. If your circumstances change, we also need to know so that we can review what further changes your plan may require. These would typically cover life changing events, including getting married, having a baby, a promotion or buying a new property – all events that may affect your finances and will require you to assess your financial planning strategy.
This process has to be underpinned by a joint commitment from both Goldwyns Wealth Management and our clients in order to ensure the successful completion of their financial goals.
Goldwyns Wealth Management Ltd is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority and we are happy to work within a regulated environment which prioritises the interests of consumers.
Goldwyns Wealth Management has responded to the FCA initiative, Treating Customers Fairly and has set out what clients can expect as part of our advice process.
Goldwyns Wealth Management Ltd
Rutland House, 90-92 Baxter Avenue,
Southend-on-Sea, Essex SS2 6HZ
Tel: 01702 353071
To download our complimentary financial magazine simply register your name and email address below.
The material on the site is the copyright material of Goldwyns Wealth Management Ltd. You may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public, or otherwise use Goldwyns Wealth Management Ltd content in any way except for your own personal, non-commercial use. This includes but is not limited to all individual fund manager data such as rankings of fund managers and ratings of fund managers. Goldwyns Wealth Management Ltd does not accept any liability for your reliance upon, or any errors or omissions. Any other use of Goldwyns Wealth Management Ltd content requires the prior written permission of Goldwyns Wealth Management Ltd.
Goldwyns Wealth Management Ltd, Rutland House, 90-92 Baxter Avenue, Southend-on-Sea, Essex SS2 6HZ
Tel: 01702 353071 Email: email@example.com
Goldwyns Wealth Management Ltd is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate tax or trust advice, deposit accounts, will writing or power of attorney. Registered in England & Wales number 02418296
This site is for UK Residents only.
Website design by Goldmine Media