Our financial planning and advice service
Here's how our financial advice service works:
Identifying your aims and objectives
We want to make sure that we find the right solution for you. Starting from our initial meeting we collect information about your current situation. After our meeting, with your permission, we gather full details on your current financial products.
Analysing your information
We analyse the information about your current situation. We look at your whole financial situation. This is to ensure that any solution that we propose in one financial area does not adversely affect or disadvantage you in any other area.
Producing your plan
Then, based on your goals, we work out what options fit your needs and situation. With your help we look at alternatives and what-ifs and try to show you your clear choices. Together we’ll design a tailored solution to suit you best. We’ll usually present our recommendations to you formally face-to-face.
Implementing your plan
If you choose to accept our recommendations we will help you to arrange and implement your financial solution.
Reviewing and monitoring your plan
Once your new solutions and arrangements are in place we can arrange to meet regularly to monitor progress towards meeting your needs and aims.
It is vital that financial solutions are reviewed regularly to ensure that you’re still on track to meet your financial objectives, as your priorities change and the financial environment around you changes.
Isaac Rees Wealth Management LLP
0800 970 0477
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For your information
Isaac Rees Wealth Management LLP is authorised and regulated by the Financial Conduct Authority (www.fca.org.uk).
FCA Registration No: 460368