The Discovery Process
The Lifetime Focuser – A simple form that helps us to understand you, your current position, your dreams and goals
The Discovery Meeting – A meeting at our offices to clarify, understand and prioritise your values and goals. This meeting is completely at our expense and carries no-obligation
Step 1 – The Advice Process
The Wealth Management Plan – An appraisal of existing plans and provision. We will identify shortfalls and adress needs via Penguin’s:
- Cash Flow Forecasting Service
- Trouble Free Retirement Service
- Investment Review Service
- Protecting Your Wealth Service
- Any other relevant recommendations
The Planning Meeting – Discuss Wealth Management Plan and agree a plan of action#
Step 2 – Implementation
The Implementation Process:
- Solutions researched and recommended
- Completion of paperwork
- Trust and will Instructions taken
- Confirmation of Advice Report
- Agree Forward Planning Process
Step 3 – Forward Planning Service
The Forward Planning Process – A fundamental element in the Planning Process. It keeps you on track towards your goals and objectives:
- Access to advice when you need it
- Complete Forward Planning and Preparation Booklet
- Review personal goals, values and objectives
- Update and adjust your plan as necessary
- Remove the Hassle Service
Updates and Events
- Monthly client newsletters and communication on current financial issues
- Penguin Quarterly Investment Updates
- Special client events
- Seminars to improve your financial IQ
Give us a call today on 02920 450143
Our Certified Financial Planners and Advisers have a wealth of experience and would love to help you
Customer Focus Award
