1. Initial Meeting:
We kick off with a friendly introductory meeting to explain our services, identify your key financial needs and goals, answer any questions, and discuss the scope of work along with our payment terms. There’s no need for prior preparation, and the meeting can be held in a comfortable setting of your choice. It’s free and comes with no obligation. If we both feel it’s a good match, we can move forward with the financial planning process.
2. Discovery Phase:
Once we agree to collaborate, we’ll conduct a comprehensive “fact find” to gather in-depth information about your financial situation and clarify your risk tolerance and objectives.
3. Research and Analysis:
Next, we analyse the information collected and explore various products to craft a Financial Plan tailored specifically to your goals. This plan will outline your financial status, objectives, risk preferences, and our recommendations in the most tax-efficient manner.
4. Second Meeting:
We will present your customized Financial Plan, offering actionable and realistic recommendations aimed at helping you achieve your goals within a specified timeframe. This meeting is designed to educate and empower you to make informed choices, and we will address any questions you may have.
5. Implementation:
Once you approve the Financial Plan, we will begin implementing our recommendations. You can rest assured that we will take care of all the necessary steps to bring your Financial Plan to life.
6. Regular Review:
Our service is ongoing. Depending on how often you wish to review your plan, we will periodically update your “fact find” and suggest adjustments as needed. This ensures our advice remains aligned with your long-term financial goals, and we’re here to support you every step of the way as new needs arise.
Please note that the value of investments may fluctuate, and past performance does not guarantee future returns.
Zeal Wealth is a trading style of Rosemount Financial Solutions (IFA) Ltd which is regulated by the Financial Conduct Authority (FCA). Entered on the FCA register.fca.org.uk/s/ under reference 535515. Registered as a Limited Company in England & Wales No 05668905. Registered Address: Rosemount House, 2-4 Chequers Road, Basingstoke, RG21 7PU. The information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
External links when clicked you will be departing from the regulatory site of Zeal Wealth Neither Zeal Wealth Nor Rosemount Financial Solutions (IFA) Ltd are responsible for the accuracy of the information contained within the linked site.
