Head Office: 01736 360740 | London: 0203 409 3002 | Plymouth: 01752 875 874 | E: info@elite-wealthmanagement.co.uk

Offices in Cornwall, Plymouth and London

Our Approach

Creating a professional financial planning strategy. We make sure we take the time to understand your needs, goals and preferences before we make any recommendations.

Our Approach

Creating a professional financial planning strategy

We make sure we take the time to understand your needs, goals and preferences before we make any recommendations – this is the process we follow:

1. Your initial contact

We contact you to arrange a convenient time and place to meet. We’ll require you to gather financial information in advance for our meeting. This will enable us to develop a clearer picture about your particular situation. To help us do this, we’ll need to see documents, including: life assurance, mortgage, pension, savings, investments or bank statements. This is also an opportunity for you to outline any issues that you would like to discuss.

2. Your review

We assess your current financial position and help identify your goals. At your review, we provide information about our services and explain how we charge and the type of advice we offer. If there is anything you want to discuss, your review meeting is the perfect time to consider these other areas. We assess your assets and liabilities, discuss your objectives and priorities, and consider your attitude to risk.

3. Preparing our recommendations

Using the information we obtain from you, we develop a detailed financial plan. We look at whether the financial plan will fit in with your lifetime goals and make sure you are comfortable with the timescale for implementing the plan. We research the market, review different products and providers, and follow up with the preparation of a document outlining a strategy tailored to your individual goals and circumstances.

4. Discussing our recommendations

We take you through our recommendations in detail. We explain why we’ve chosen specific solutions and outline product features. Our goal is to ensure that you understand why we have recommended certain products or a particular advice strategy. We’ll also discuss the cost of any future work and explain how you can check on investment performance.

5. Implementing your plan

All the necessary product paperwork is completed and processed. We make sure that all our recommendations to which you’ve agreed have been implemented. We will also liaise with your accountant or solicitor if appropriate.

6. Reviewing your plan

At this point, you’ll agree how often you want to review your plans. The frequency and level of contact you have with us is up to you. It could be face-to-face meetings, over the phone or by email. If your circumstances change, we also need to know so that we can review what further changes your plan may require. These would typically cover life-changing events, including getting married, having a baby, a promotion or buying a new property – all events that may affect your finances and will require you to assess your financial planning strategy.

This process has to be underpinned by a joint commitment from both Elite Wealth Management and our clients in order to ensure the successful completion of their financial goals.

Our Address

Head Office Address:
Elite Wealth Management,
Chy an Brea, Hea Road,
Heamoor, Penzance,
Cornwall TR18 3HB

Tel: 01736 360740
Fax: 01736 363751
Email: info@elite-wealthmanagement.co.uk

Knowledge Centre

To download our personal finance magazines and financial guides packed full of informative financial news, simply register your name and email address.


Financial News

Top