Process - Six Steps

THE SIX STEP FINANCIAL PLANNING PROCESS

Personal & Business Financial Planning is a process that involves identifying needs and objectives, establishing priorities and implementing options to help achieve those objectives.

Our role in this process

WE HAVE NO PRECONCEIVED IDEAS
WE LISTEN TO YOUR FINANCIAL CONCERNS AND OBJECTIVES
WE ANALYSE YOUR PERSONAL SITUATION
WE PROPOSE REALISTIC FINANCIAL SOLUTIONS
WE MONITOR YOUR PROGRESS TOWARDS THOSE OBJECTIVES

Registered Office: 4 Heath Square, Boltro Road, Haywards Heath, West Sussex, RH16 1BL. Company Registered No: 6787081. Registered in England & Wales. Wealth Management Experts Ltd is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate will writing and taxation and trust advice. We are entered on the FCA Register No. 513250 at http://www.fca.org.uk/. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. The value of your investment can fall as well as rise and you may get back less than you have invested.