How we work
Wealth Protection | Wealth Creation | Wealth Management
Ensuring you receive the very best experience with Earlswood, we have to get to know you better and, therefore, our journey together starts with a few key considerations. We need to establish:
- Your goals
This is not a one size fits all, by any stretch of the imagination. Everyone has their own aspirations and establishing what these are is the first port of call. You might not even be sure yourself until we sit down and talk it through.
- Your information
To determine your understanding and attitude to investment and risk, we will need to bring together all of your relevant personal and financial data (including income and expenditure). We can then start building a financial strategy, tailored to you.
Once we have analysed the data, we will identify any gaps and carry out any required research on your behalf, then prepare a report of recommendations with different options and strategies. Once you are happy, we can start implementing the plan and you are on your way to achieving your goals.
We will regularly review and modify the plan in the event of changing circumstances with plain English progress meetings, forward-planning sessions, engagement meetings and development reviews.
Most importantly, we work with you on your terms, with a flexible approach to how we communicate together.
We hope our relationship is one that will last throughout the life stages and that your financial journey with us helps you realise your goals.
We identify your objectives, the benefits of using our services, outline our fees and provide enough information for you to decide how best to engage us.
The quality of our advice is directly related to how much we know about you and your circumstances. We pride ourselves on delivering comprehensive advice that is tailored to you.
We analyse your existing provisions and carry out appropriate research to enable us to identify the most suitable recommendations.
We present back to you our findings.
Only with you agreement do we start the process of putting our plans into action.
You choose the most appropriate style and frequency of our on-going relationship.
Terms of business
Our client agreement and key facts about our services and costs will be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.
This will normally take place at the first meeting.
