How Can We Help?
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Wealth planning is at the core of what we do. Your adviser will look at every aspect of your financial situation to ensure that your assets are working for you and that you are on track to achieve your desired aims, objectives & lifestyle.
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Your personalised package will include a bespoke sequence of recommendations to build and maximise your wealth, as well as addressing any risks, shortfalls or tax traps.
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We understand that each client is different. At Aspire we believe that one size does not fit all. Your financial plan will be tailor-made, especially for you, combining our investment and planning expertise with your goals, objectives and preferences.
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In order to implement this advice, we have a six-step process:
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STEP1- Initial Consultation
Our first meeting is all about you.
Our Agenda: To get a clear understanding of you, your circumstances, aims & objectives and to establish if we can help you and the best way to proceed.
Your Agenda: To ask as many questions as you may have about us, our proposition, services or anything that you are not sure about.
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STEP 2 - Making Sure We Know You
Preparation is everything. To give you the best advice, we will gather all information relevant to your financial situation. Some of this will be requested directly from you, but we may also ask for permission to contact your investment providers and other professionals, such as your accountant or solicitor.
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STEP 3 - Research & Analysis
Once we are clear on where you are and where you would like to be, the next step is to work out how to get there.
We will conduct in-depth research and analysis, and look at the market for the best solution for you, balancing cost, risk, performance and tax efficiency as a few of many parameters.
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STEP 4 - Financial Plan & Presentation
Your adviser will present your plan in a clear and concise manner, laying out the recommendations, explaining the rationale behind it and most importantly, answering all possible questions you may have.
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STEP 5 - Implementation
Once you have had sufficient time to make an informed decision and are happy to proceed with the proposed recommendations, we will implement the advice and co-ordinate with the various providers.
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STEP 6 - Ongoing Review Service
A financial plan is constantly evolving. There may be changes to taxation, legislation, financial products available or most importantly to your circumstances. Your regular reviews are an ideal time to reassess, regroup and revisit to ensure that you are still on track to achieve your goals and make any changes that may be necessary.