Your journey with us

1: The discovery meeting

The starting point is what we call a ‘discovery’ meeting. This is where we can discover more about your ambitions and goals in life. Once we understand these, we can build a financial plan designed to help you to achieve them.

It’s also your opportunity to discover more about us before deciding whether we’re the right financial advisors for you. If you decide to proceed with us, we’ll explain the fees to be charged and send you a formal quotation in the form of a ‘Client Engagement Letter’.

We always bear the cost of the discovery meeting.

2: Research & analysis

Once you’ve engaged us by accepting the client engagement letter, we’ll delve deeper into understanding your objectives and concerns. We’ll also look at your attitudes to opportunity and risk when it comes to investing.

We’ll collate relevant information relating to your existing arrangements and carry out a detailed assessment of your financial position, including existing policies and investments. We’ll also research the entire financial marketplace to identify the best solutions available to help meet your financial goals. We’ll then put together our specific recommendations for you.

3: Strategy & recommendations

We’ll normally set out our recommendations in writing, clearly explaining the reasons for them. We’ll then arrange a meeting to present them to you. Typically, the recommendations are sent to you in advance of our meeting. If we’re recommending any new financial products, we’ll provide any relevant literature and documentation for them.

When we meet, we’ll answer any questions you might have and help you make informed choices on how to proceed.

4: Implementation

Once we’ve agreed on the next steps, you can leave the paperwork to us. We’ll prepare any forms ready for your signature, then collate and submit all the necessary documentation. We’ll keep track of each element of the implementation through to completion of the plan.

5: Staying on track – The Globe Wealth Management Service

Establishing a sound financial plan is a major leap towards achieving your life goals. But what about when circumstances, personal, economic or social, change?

True security comes with the knowledge that your plan can be adjusted to adapt to the world around you. And not just adjusting to changes but also benefitting from them. We’re here to make sure that your plan continues to support you on your journey towards achieving your goals.

The Globe Wealth Management Service is designed to help you navigate your financial future with confidence. If you choose to use this service, we’ll review your situation on an annual basis.