You’ll most likely already have an idea of what you’re looking to achieve with your finances, and the job of the financial planner is to ask you the difficult personal questions needed to be able to quantify these objectives and your future goals. The very nature of comprehensive financial planning means that we will also look to consider your wider financial picture to assess any impacts or alternatives with meeting your plans.
Detail when you need it
Our approach to helping you make sense of your finances is below:
1. Establish objectives
We take the time to really understand where you want to go with your future, your dreams and aspirations. Only then can we work alongside you to help you get there.
2. Analysis and investigation
Taking your financial circumstances into account, and considering other factors such as your attitude to investment risk, capacity for loss, knowledge and experience with investing and tax position, we can then assess the ongoing suitability of these arrangements according to your plans.
3. Presenting our advice
We would look to provide you with recommendations for appropriate products and investments if required or, if applicable, how your existing arrangements could be changed or altered to keep you on track.
It could also become apparent that your longer-term goals are maybe unrealistic in terms of time, investment return required or your ability to take the necessary risk required, and so these may need to be adjusted.
Our advice would be clear, with any associated costs, investments risks and tax implications fully discussed with you throughout.
You would be kept fully informed throughout the process with regular updates as needed until all the recommended actions were completed.
5. Review and monitoring
It’s an opportunity to sit down with you to review progress towards your future goals and objectives. We’ll hear about any changes which might affect the plan, and review what has been set up and how it is performing.
One of our core values as a business is about building vibrant close client relationships. We’re keen to work with you now, and well into the future. Every step of the way.
Find out more… Call us on 0330 127 2006 or email us today.
The want to feel secure is something we are born with as we enter the world we rely on our parents to care for us and provide us with this security. This need of feeling secure is something that tends to stay with us during our lifetime and we often have different...
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Cherry May Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.
Cherry May Financial Planning Ltd is registered in England and Wales under reference 10260896. Registered office address: Pynes Hill Business Centre, Pynes Hill, Exeter, Devon, EX2 5JL
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