you & prosperity Private Wealth
Over your lifetime your financial position, needs and requirements alter and your priorities change. We are careful not to make assumptions about what you need until we have had the chance to discuss your individual circumstances. From there we can investigate different options and offer you our recommendations.
We work with people from all walks of life and can tailor our offering to be relevant. From the new starters who need advice on the opportunities available, through to professionals – in any industry – and those in their advancing years.
we have a 5 step approach
Initial discussion – our initial meeting with you is split into two parts. The first part of the meeting enables us to tell you about who we are and what we can do for you. It includes what we will deliver, what you can expect from us, and in return, what we expect from you. We will undertake a detailed personal review of your current situation, your future objectives, needs and aspirations. We will also clearly set out our fee structure to you. The second part of the meeting is a fact finding session, where we will collate all the relevant financial information and establish your attitude to risk. By the end of the initial discussion you’ll understand how we can help you, along with the costs and timescales involved.
Research and analysis – your adviser will clarify the current position of your investment and pension portfolios and any other policies. They will carry out research and analysis of the funds, their performance against benchmark and, more importantly, against your risk tolerances.
Strategy presentation – we will use cash flow planning to visually demonstrate different scenarios and how they are likely to develop. We will present you with our recommendations that covers the different routes you can take to achieve the discussed objectives. We will agree a plan to build your investment and pension portfolios, and protection needs.
Regular ongoing reviews – we offer regular reviews to ensure that your plans continue to be appropriate for your ongoing objectives and reflect your current needs.
Referrals – we are never too busy for a referral. 90% of our business is through recommendations from happy clients. To refer a friend contact Emma at PPW on 07931 123 388, alternatively email firstname.lastname@example.org.
We believe in ensuring we have a clear, transparent pricing structure which is tailored to your individual requirements. Once we understand these we will discuss our costings with you.
Prosperity Private Wealth Limited is registered in England & Wales no 9247359.
Registered Office: 109 Knowles Hill Rolleston On Dove, Burton On Trent, Staffordshire, DE13 9DZ.
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
©Prosperity Private Wealth 2016