▪ Free to You – no obligation
▪ We listen – understand your goals
▪ Your current situation/expectations
▪ What we do, “add value”
▪ Our philosophy/plan/process
▪ Explain Costs
▪ Full Review – detailed assets
▪ Define GOALS – priorities
▪ Engage – asymmetric knowledge
▪ Create a PLAN to take control
▪ Determine a good outcome
▪ Understand Costs
▪ Align resources with goals/lifestyle
▪ Understand your priorities
▪ Review tax status/diversification
▪ Context of your attitude to risk
▪ Help your level of knowledge
▪ Confirm your resources available
▪ Review liquidity/flexibility/risk
▪ Report recommendations/suitability
▪ Confirm “added value”/outcomes
▪ Clarify Costs
▪ Implementation/Confirmation
▪ Financial Planning wrappers (tax)
▪ Portfolio Construction/Design
▪ Written Plan/Reporting
▪ Communication plan
▪ Annual Review – expectations
▪ Review/Update Goals/Costs
▪ Investment performance
▪ Review Risk/Confirm value
▪ Change: Life/legal/tax/regulatory
▪ Feedback
Certain investments carry a higher degree of risk than others and are, therefore, unsuitable for some investors. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your initial investment. Where an investment involves exposure to a foreign currency, changes in rates of exchange may cause the value of the investment, and the income from it, to go up or down.
Focussing on retirement and pensions, wealth management and investment advice, our fully managed service is designed for clients who do not want to manage their portfolio but do wish to have the final say in all the decisions.
We are here to look after our clients and to help bring their goals to fruition.
Bennett Wealth Planning
Woburn House
The Rock Complex,
Yelverton
Devon
PL20 6BS
Registered No. 8495206.
Registered in England
The Financial Ombudsman Sevice (FOS) Is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found on its website www.financialombudsman.org.uk
