Your journey
A Relaxed Approach With Your Needs to the Fore
Good wealth management requires skill and careful coordination. But that doesn’t mean that getting your finances in better shape needs to be stressful.
As a Red Kite client, you’ll follow a simple, five-step process. At the end of it, you’ll feel better informed about your position, and more assured about your bright future.
1.
Your first meeting
This is the start of your financial journey. In the initial meeting, we explore your goals and concerns. This sets the stage for crafting a bespoke wealth management strategy tailored to your aspirations.
2.
Research and evaluation
Armed with the insight you’ve provided, I’ll conduct a meticulous analysis of your financial position. Then I’ll evaluate opportunities and risks, and put together a set of recommendations that meet your unique circumstances and objectives.
3.
Presentation and follow-up meetings
You’ll be presented with the comprehensive strategy I’ve put together. If follow-up meetings to refine the plan are needed, these will be offered at no extra cost. This iterative process ensures your financial strategy is precisely aligned with your goals.
4.
Implementing your recommendations
Now it’s time to put your strategy into action. I’ll handle all paperwork and coordinate with your selected product providers. You’ll be kept in the loop at every stage, with everything handled on your behalf so you’ve got nothing to worry about.
5.
Ongoing advice and support
The support you’ll receive extends far beyond your initial recommendations. Regular reviews and proactive adjustments ensure your lasting financial success. As your needs evolve, so will your strategy. I’m here to help keep things on track for the long term.
FAQs
Working with a new financial adviser doesn’t need to be a daunting prospect. Learn a little more about the way I work with answers to some of the questions I’m asked most often.
Do I Have To Sign Up for Your Services at an Initial Meeting?
No, there’s no obligation to sign up for any services after an initial meeting. Instead, I encourage you to take your time to consider the information provided and make an informed decision that suits your needs.
What Do I Need To Bring to an Initial Meeting?
It’s helpful to bring relevant financial documents, such as bank statements, investment portfolios, and insurance policies. If you don’t have these readily available, don’t worry – we can still have a productive discussion about your financial objectives.
How Long Should I Allow for an Initial Meeting?
An initial meeting typically takes around an hour. This time frame allows me to thoroughly understand your financial situation, discuss your goals, and provide an overview of how I can help.
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