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- Can
we accommodate change? We acknowledge
that clients needs and circumstances change, so we
build flexibility in from the start.
- What
tools do you use in order to build your client’s
bespoke strategies? Typically, we
use sophisticated financial planning software that
we either subscribe for, or have designed ourselves
in order to create holistic strategies for our clients.
- This
sounds complicated and expensive!
On the contrary, we try to de-mystify the process.
Clients set the parameters and assumptions (with guidance
from us) so that things like target dates and levels
of capital and income required at specific times of
life, assumptions for investment returns, inflation
and any number of other variables are taken into account.
These are factored into the calculations we undertake
on our client’s behalf. We then go through the
results, with the client, to ensure that they are
in a position to make informed choices.
- Why
do you go to all this trouble?
Simply because we want our clients to be genuinely
involved in the creation of their strategy and to
understand what they and we are doing and why.
- Are
the results worthwhile? The result
is that our strategies make complete sense to our
clients as we use their own assumptions and views.
Our clients end up knowing exactly why they need to
save or invest money in certain products and services
at particular times and in specific ways. Our clients
therefore realise that it is important to take a logical,
disciplined approach to their finances if they are
to achieve their financial goals and the targets they
have set for themselves. All of this means
that our clients know that their time and money creating
their own strategy is well spent.
- What
happens further down the line? We
maintain regular contact with our clients to ensure
that their targets are being met and that the plans
themselves are adjusted for changes in circumstances
and objectives. This is achieved through regular review
meetings, usually Annually or Six-monthly.
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