Financial planning isn’t just about savings, investing, or stand-alone products such as pensions. Our Chartered Financial Planners focus on building a long-term relationship with you, taking the time to understand your current financial situation as well as your goals and plans for the future.

Here’s how our Chartered Financial Planners in Ipswich and Norwich work with you to create a personal plan that gives you long-term financial peace of mind.

Free ‘no-obligation’ initial meeting

Firstly, one of our chartered financial planners will spend time asking plenty of questions to establish your unique circumstances, life goals and plans, current and future income and assets, plus your attitude to investing. We’ll also explain our services then confirm our terms of engagement and the work we’ll undertake on your behalf.

Recommendation

Next, we’ll create a plan tailored to your requirements. As part of this we’ll collect more detailed information about your current financial arrangements and conduct an in-depth analysis and research of your affairs, to help us understand how your finances are structured and currently performing.

We’ll then provide you with a detailed report, summarising efficiencies and improvements to help you achieve your financial ambitions, covering areas such as tax planning and protection, retirement planning, and investment management.

Implementation

Once we’ve discussed this with you, there may be some changes to arrange and plans to implement. We’ll take care of all the necessary paperwork, liaise with all third parties for you, and get things all set up.

Ongoing support

In addition to your own Wealth Manager, you'll have a full team of skilled professionals working ‘behind the scenes’ to provide you with a full level of support.

Review meetings

Inevitably your needs and circumstances will change, so we’ll meet at least annually - or more regularly if needed - to review your financial plan and investment portfolio, ensuring it still meets your needs and goals and adapting things as change happens.

Portfolio valuations

You’ll have 24/7 online access and also be provided with valuation reports at agreed intervals, so you can keep track of all the elements of your portfolio.

Enquire today and speak with one of our financial advisors in Ipswich or Norwich for professional, tailored advice.

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