Our research has shown that the one thing our clients would like us to provide is an annual service which monitors their personal wealth from year to year, taking into account all their assets. You want to know how much you are worth and what you will live off in your retirement.
WealthTracker is therefore designed to help you decide what your financial goals are and how to achieve them, to suit your timescale, with our help.
A one page financial action plan and a summary report based upon your estimates will be prepared and given to you at the meeting. You will be clearly able to establish your priorities from the action plan.
This review will include:-
Annual Review (3 Star)
In the anniversary month of your first meeting you will meet again to update and refresh your plan and priorities. An updated summary and financial action plan will be prepared for you.
This level of service is designed to save you time, take away the hassle and actually make things happen! There is a three stage process;
Stage 1: Per 3 star service detailed above.
Stage 2: We go away and do the donkey work for you by obtaining current pension and fund valuations. We will also prepare a business valuation for you.
Based on what you tell us at the initial meeting, we will calculate what, if any, shortfall there may be between what income you need in retirement and what you can expect based on your current financial position.
Stage 3: A half-day meeting with us and an Independent Financial Advisor.
What you will get from this meeting is:-
If you want Independent Financial Adviser to go away and do some work on your financial affairs they will agree their fee with you in advance for their work eg Will writing, Trusts, Pension Funding Review.
YOU WILL NEVER RECEIVE AN UNEXPECTED BILL FROM US OR ANY OF OUR PROFESSIONAL CONTACTS. THIS IS THE PRO TAX ACCOUNTING PROMISE AND THE INDEPENDENT FINANCIAL ADVISER WE USE IS COMMITTED TO THIS PHILOSOPHY.
Annual Review (4 Star)
In the anniversary month of your first meeting we will meet again.
This meeting again will include all the people who you met at Stage 3 above, ourselves and an Independent Financial Adviser.
We will review and update your personalised report and action plan, again based on current actual figures.
This is an opportunity to consider any changes to your thinking and circumstances in the past year. We will help you take action and update your planning strategies.
This annual review will also help you to check whether you are on track to meet your goals in the timescale you want.
This level of service gives you everything in the 2 and 3 star levels detailed previously.
In addition, you will receive a one day personalised GoalGetter session. This alone is worth £2,000.
Annual Review (5 Star)
In the anniversary month of your first meeting we will meet again. This meeting again will include all the people who you met at stage 3 above, ie, ourselves and an Independent Financial Adviser.
We will review and update your personalised report and action plan, again based on current actual figures.
This is an opportunity to consider any changes to your thinking and circumstances in the past year. We will help you take action and update your planning strategies.
This annual review will also help you to check whether you are on track to meet your goals in the timescale you want.