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Our team of trusted financial advisers will help you make informed choices about financial strategies for you and your family.
For successful financial planning knowing where you are now is as important as understanding where you want to be. Our first meeting will help to develop a clear picture of your current position and circumstances. We think it’s important to take some time to understand your feelings towards your finances, your views on risk, your objectives and your lifestyle. This is broad and fairly general and an overview that sets the scene.
The purpose behind our initial consultation, which may not be face to face, is:
Capturing 'hard data' follows. It's a financial survey to check the foundations are in place so that we can start building your financial strategies. This could involve a specific review of particular issues you feel require attention or could involve a complete overview of your entire financial situation. Any or all of the following could form part of our review service:
This stage of the process tends to be carried out back at our offices. Using the information gained from our review process we analyse all existing arrangements, their appropriateness using industry related technology, contact insurance companies to get up-to-date valuations and identify any gaps you may have in your financial arrangements. This may include involving specialist advisers from within the Blueprint group.
Your financial situation is unique. Nobody else saves, spends and invests like you do. Therefore the Advisor will create a bespoke financial plan identifying the most suitable strategies and recommendations to help bridge any gaps, ensuring your priorities, attitude to investment risk, the duration of the plan and budgets are taken into consideration.
RecommendationsWhen the financial plan is ready, the we will arrange another meeting with you. This is an important step and will be key to you fully understanding the results of the analysis work that has been completed. We will present our report detailing the strategies and specific product solutions that are being recommended to support you in achieving your financial needs & objectives.
Implementation - Our role extends to working with you to implement the recommendations enabling you to make the right decisions for you and your family or business. Once we have your agreement we will help instigate implementation of the agreed strategies, arranging investments or other products on your behalf, as required, and may extend to implementing a specific financial planning process, such as estate planning. We will act as the intermediary between the product provider(s) and you with a view to arranging the purchase of the products (including Retail Investment Products) as we have agreed.
We will communicate with you during the process from submission to implementation.
An on-going review service has always been integral to our business, as we believe that it can add significant value to both individuals and businesses. The purpose of this is to develop your strategies over time to take into account your changing circumstances and objectives as well as changes in economic conditions or legislation (taxation etc). It gives us the opportunity to give you access to new ideas and financial products. Elements of ongoing service can include the following:
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