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How We Work With You
Our client offering is built around a proven process. We call it "Diagnose-Prescribe-Monitor".
The very first stage is the initial (or discovery) meeting. This is at our expense and entirely without obligation.
The discovery meeting can take up to two hours as we ask you to tell us about who you are, how you got where you are and where you want to be.
We will ask you about your goals, concerns, ambitions and dreams. About what you want to do with your life from this moment on.
In other words, most of the meeting time is devoted to you and what and why you are, NOT what you are worth or where you have your wealth invested. That is what other financial advisers do. It's the old way. We think it just doesn't work anymore.
You will have the opportunity to paint with words a vision of how you would like your life to look, of how you would feel if your most important goals had been reached. Because it's all about you.
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With the discovery meeting over we will then outline in full our services to you and how we can help. We will tell you our fee for the next stage of the process - the in-depth Diagnosis of your financial state of health. Please see the How We Are Paid link to the left for further details. You can of course choose to walk away at this time under no obligation.
Only at this stage will you will be asked to send in hard facts about your money situation. Dull as these details may seem, we really do need to get a lot of financial information about you before we can diagnose your finances and thus devise a sensible, cost-effective financial strategy for you.
When the hard financial data has been gathered and processed a second meeting is then arranged (normally around four weeks after the initial discovery meeting), at which your financial Diagnosis will be presented back to you.
The Diagnosis will give meaning to your money, showing you the cost of the life you wish to lead both now and and for the rest of your life, set against your current and anticipated future financial worth. It will contain a number of strategies to help toward your vision as effectively as possible. Following the meeting you take ownership of your bespoke Financial Life Plan, emailed to you and containing all the information and conclusions of your financial Diagnosis .
The second stage is to Prescribe and implement sensible, independent financial strategies, as identified at the Diagnosis stage and outlined in your Financial Life Plan. As a fully qualified and FSA-authorised Independent Financial Adviser (IFA) business we have the necessary competencies to ensure your financial plan is executed to best efficiency. The paperwork can be completed at the financial plan presentation meeting or carried out as a paper exercise through the post.
Upon satisfactory implementation of these strategies your formal financial healthcheck annual review meeting is then booked in for a year hence. This is how we Monitor your ongoing financial health, to make sure your goals and ambitions remain congruent with your finances. Held at our offices, the annual review meeting is a very important part of the Values to Vision Client Care Program, details of which are contained in the link on the left and in the library section.
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