In our initial meeting with you we will discuss what is most important to you when it comes to your financial future. We will determine if with our expertise we can add value to your current position and explain to you how we feel we can help. This discussion is free of charge.
After we have discussed the cost of our service and you agree to proceed we will then undertake a “fact finding” process. This is where we ask you to disclose all of your financial details including:
- Income and expenses,
- Assets and liabilities,
- Structures, and
- Insurances.
We will also discuss tolerance to risk when it comes to investing.
Strategy preparation
With the benefit of all of your information we can now determine a strategy which will most suit your objectives and put you on the road to financial freedom. This part of the process takes many hours and often requires input from all of your professionals. Generally we will model a few different scenarios to enable us to look at your situation from different angles. Finally we will put our recommendations together in a written document which clearly explains not only our recommendations but our reasons behind them.
Strategy presentation
When we arrive at what we believe is the most appropriate strategy to meet your needs we will contact you to meet with us again. In that meeting we will discuss with you in detail our recommendations. At this stage you will be given the opportunity to ask any questions you need to help you understand. We will not pressure you to make a decision on the spot. We understand that sometimes we are asking you to change your whole view on your financial affairs and that you may not feel comfortable doing this in one meeting. At this stage if previously agreed our strategy fee is payable.
After this meeting we encourage you to ring us with any further questions you may have.
Implementation
The next step once you feel comfortable is for us to implement our recommendations. We would usually meet again to do this. Before our meeting we will let you know what is required and what you need to bring.
Depending on the fee structure we have agreed upon an entry fee or implementation fee may be payable at this stage.
Review
One of the most important aspects of implementing a new financial strategy is the regular review to ensure its currency. Your circumstances and legislation are changing all the time so we need to make sure you stay on track to your financial freedom.
If you have elected to become an ongoing client of Aylesbury we will contact you at pre determined intervals to undertake a review of your strategy. Alternatively if you are not an ongoing client you are always welcome to contact us however, please be aware this may come at an extra cost and this will be discussed with you.
The end result
Financial freedom to make choices and the time to pursue your dreams.
