DEVELOPING A WEALTH MANAGEMENT STRATEGY

DEVELOPING A WEALTH MANAGEMENT STRATEGY

Once we have been through the financial planning process with a client and established and agreed their aims and objectives, we need to implement the plan. This usually involves making changes to their current portfolio and structuring it so that it can best meet their goals. This is wealth management. This service ensures your portfolio is able to respond to changes in legislation, economic movement and changes in client circumstances.

We review internally on a regular basis and report to the client every six months. If we feel that a client needs to make alterations at any time we will contact the client with suggested action and if necessary arrange a meeting to review plans.

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