How We Work
We want to prove the quality of our advice and want to give you the opportunity to consider that Wealth Connected Financial Solutions is the right choice for you.
During these early conversations, which could take place at a face to face meeting or over the phone, whichever suits you best, your adviser will get to know more about you and your financial objectives. Your adviser will also spend time discussing with you possible solutions to your problems and objectives and outline in more detail howthe advice process works, including any likely costs.
At this stage should you decide not to move things forward with us, we guarantee you will not be charged. We firmly believe that this approach will allow you to decide, without cost or obligation, whether a Wealth Connected adviser is right for you.
Sometimes life takes us in unplanned directions. When you need a little extra help, just ask us for additional advice. We are there to help you – whatever the occasion.
We treat each client as an individual and our advice process allows us to tailor a plan that best meets your goals.
Identify your goals
We help you identify your financial and lifestyle goals. The type of advice you need could depend on your life stage, the amount of money you want to invest and the complexity of your affairs. You may choose to address some or all goals and issues.
Consider the opportunities and risks
We assess your current situation and investigate a range of strategies and financial product options for you to reach your goals.
Bridging the gap
Based on discussions with you and the research conducted by us, we will devise a strategy to bridge the gap between where you are now and where you want to be.
Bring your plan to life
We work closely with you to implement your financial strategy. We help you complete any necessary paperwork and we’re available to attend meetings with your accountant, solicitor and general insurer so your strategy is implemented efficiently.
Staying on track
With time, your circumstances will change and your financial plan will need to be adjusted. We design an ongoing service program to ensure your plan stays on track to meet your goals.
