Partnership & Progress Meeting

Private Wealth Management

We believe that successful financial planning involves a long-term programme of amalgamating professional advice with review, analysis and action to help continued guidance towards the pursuit of your goals, together with taking great pride in the creation of enduring relationships that prove advantageous and rewarding for our clients. During the annual review we will follow a formal agenda that considers all relevant matters.

We meet with you at least annually while you may of course phone or email us at any time with any questions you may have about your financial planning. Between review meetings, we will continue to monitor investment holdings and if we feel there is a need to adjust your investment position we will communicate this to you.

Whereas the focus at the beginning of the process was getting to know each other, this stage is about learning how your life is has progressed since we put your plan in place; understanding what changes have occurred and if there are any new goals or objectives, which you would like to incorporate in your financial plan.

What is involved:

• Approximately 6 weeks prior to this meeting you will be sent information and documents electronically, which we will ask you to complete and return to us. This will include an up to date appraisal of your income, expenditure and cash/property assets. We will arrange for current valuations to be obtained on any assets and investments that we have arranged for you.
• We will then update your financial cash flow, which will be demonstrated and discussed at the meeting.
• We will ask you if there are any specific matters you would like to include in our meeting agenda.
• At the meeting we will check that you are happy with interim service levels and determine if there is anything that we can do better.
• We will provide you with an update on your financial position and clarify changes in circumstances that may impact on your plan.
• We will jointly review your progress towards achieving stated goals and objectives including a review of your current cash-flow, from which we will agree any necessary actions.
• You will receive a formal valuation report from us in respect of your invested assets.
• Your investement strategy and personal risk profile will be considered along with economic, tax and legislative issues.