Advice and Implementation
- Devise investment strategy
- Select investment provider
- Complete documentation
- Process applications
This final section culminates in a final set of tailored financial recommendations that will include information about any associated risks, tax implications, costs, growth illustrations and benefits that are relevant. Leading up to this, there may be several intermediate conversations and meetings that ensure you are fully engaged with the financial planning process.
We will then agree the recommendations you want us to implement, in order to meet your needs and objectives. This may include any broader or more complex planning such as trust work.
We will help you complete the relevant application(s) and any additional information required. It is vitally important you check all the information that you have provided is correct before you sign any documents. We will then monitor your application(s) through to product issue and make sure you receive the related product documentation.
Our fees tend to be based on a percentage of the value of your investments and can either be deducted from your investments, or paid separately. Where you choose to make regular contributions, our fee may be spread over a longer period dependent on our agreement.