Advice process

The advice process in general:

 

First meeting - to discuss your needs and agree the appropriate service for you & fees
  
Discovery - analysis of your requirements - preparation of a personalised solution and report
   
Second meeting - to review the report & answer any questions
  
Implementation - if you agree with the proposed strategy, I will implement it for you
  
Subsequent meetings - ongoing services provided in accordance with the service options

 

 

In practical terms, the advice process follows a straightforward format:

First meeting:  I offer an initial discussion (without charge) at which I describe my services more fully, and discuss and explain any fees and charges, should you decide to go ahead and engage Weldons to provide you with advice.  As part of the first meeting, I also find out as much as I can about your existing circumstances.  By working closely with you I aim to have a full understanding of your current financial position, your objectives and goals, and identified needs.  This discovery process enables me to prepare a personalised report, providing you with clear financial direction aimed at maximising the opportunities for achieving your objectives.

Second meeting:  having prepared a report, we meet again to review its detail and answer any questions.  Of course, if the financial plan prepared needs refining in the light of the detailed analysis of your circumstances or any changes in your objectives and goals, then this can be accommodated immediately before moving to the next stage.

Having agreed the report and assuming you decide to retain Weldons, I will then work with you and move to the implementation stage of the financial strategy.

Subsequent meetings:  these are dependent on the service that is most appropriate for you; Partner or Signature.  Whichever service you select, it is important we meet regularly to review all aspects of the agreed financial plan, to evaluation progress, performance of assets, any changes in your circumstances or objectives, all with the aim of ensuring, where possible, that we are on track to deliver the outcomes originally agreed.