Wealth Management Matters – What Clients can Expect from our Partner Firms?
Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals and objectives.
The first step is to make sure you have access to the right advice.
Working with a Wealth Management Matters financial planning partner can give you confidence that your financial future is in good hands.
In terms of the journey of you achieving your goals and objectives, the following process is what you should expect from a Wealth Management Matters partner firm
DEFINING THE SCOPE OF ENGAGEMENT – What do you want your planner to do?
Your Wealth Management Matters financial planning partner will explain the process they will follow, find out your needs and make sure they can meet them.
IDENTIFYING YOUR GOALS & Objectives
You work with your Wealth Management Matters financial planning partner to understand & identify your short and long term financial goals and objectives – this stage serves as a foundation for developing your plan.
ASSESSING YOUR FINANCIAL SITUATION – Where are you at right Now?
Your Wealth Management Matters financial planning partner will take a good look at your position – your assets, liabilities, insurance coverage and investment or tax strategies.
PREPARING YOUR FINANCIAL PLAN – How are we going to Achive your Goals & Objectives
Your Wealth Management Matters financial planning partner recommends suitable strategies, products and services, and answers any questions you have.
It is important to note here that Wealth Management Matters is not owned by a Product provider or Fund Manager, our Wealth Management Matters financial planning partners are free to recommend the most appropriate solutions to assist the achievement of your goals and objectives.
IMPLEMENTING THE RECOMMENDATIONS – Agreeing on the way forward
Once you’re ready to go ahead, your Wealth Management Matters financial planning partner’s financial plan will be put into action. Where appropriate, your Wealth Management Matters financial planning partner may work with specialist professionals, such as an accountant or solicitor.
Many Wealth Management Matters financial planning partners are part of a bigger integrated advice business – which means in many cases consultation about the most appropriate strategy is beneficial and streamlined for you.
REVIEWING THE PLAN – Keeping you on track!
Your circumstances, lifestyle and financial goals are likely to change over time, so it’s important that your financial plan is regularly reviewed, to make sure you keep on track.
We pride ourselves that our Partner firms are providing quality advice that meets your goals and objectives. If you have any questions or feedback please let us know and one of our Directors will respond personally.