Creating a professional financial planning strategy
Integrity Asset Management Limited’s advisory service consists of six basic stages and these have been designed to ensure clients receive the optimum advice on the most cost effective basis while also ensuring that individual needs and requirements are fully met. These six stages are summarised as follows:
1. Enquiry and Assessment
All client enquiries will receive a preliminary assessment of their circumstances and requirements in order to determine how their needs can best be met and to ensure that Integrity Asset Management Limited is able to meet those needs. If we feel we are not best placed to assist you, we will inform you of this immediately and endeavour to direct you to a suitable alternative source of help.
2. Initial Consultation
The assessment will be followed by an initial consultation. This is always provided without charge or obligation and its purpose is to gather sufficient information about your circumstances to be able to assess your needs and requirements. It will also enable us to determine the costs which our services will incur and allow us to identify the benefits our advice can bring to your situation both immediately and over the longer term.
Before any action is taken and any costs incurred we will confirm the work we propose to undertake, the cost involved and the basis upon which those charges will be made. This is done in writing and only when you are satisfied with these terms will we ask you to engage us formally and instruct us to proceed.
Once all necessary enquiries, research and investigations are completed we will then be in a position to present our findings, conclusions and recommendations. Again these will be presented in writing with full supporting information and facts. The issues will be discussed and all questions answered to enable an effective strategy to be finalised to meet your identified needs.
Once the recommendations have been agreed we will then implement the necessary arrangements including the undertaking of all legal, regulatory and compliance requirements. Once complete, the actions will be confirmed in writing to ensure our clients fully understand what has been recommended and why. This will be followed by the issuing of the associated documents and contracts.
We will then offer a choice of review options for those clients who require continued support and service.
Whether you require financial advice or need help finding the most suitable policy to take for your business, our advisers will be more than happy to help you find the ideal solution.