How We Work/Ein Ffordd O Weithio

Read in Welsh

Initial Meeting

Phase 1 – Initial discussion

We will meet to discuss your personal circumstances and your current financial situation. 

Phase 2 – Priorities and Objectives

We will discuss your aims and objectives and clarify what is most important to you.  We will discuss risk and reward and undertake a risk profiling questionnaire. 

Phase 3 –  Our Analysis

Following our initial meeting we will analyse your existing investments/pensions or protection contracts in detail by obtaining information from relevant sources.  We have numerous research tools available at our disposal to formulate a recommendation on your existing portfolio.

Second Meeting

Phase  4 – Recommendations

Based on the information gathered at our initial meeting and the research we have undertaken we will construct a financial report with our proposed recommendations.  This will be discussed fully at the meeting.

Phase 5 – Implementation

Upon acceptance of our recommendations all necessary documentation will be completed and processed.

Phase 6 – Review

Depending on the service level agreement, reviews will be implemented accordingly.