WORKING WITH YOU

Our key role is relationship management, we will look to identify and help you realise your Goals and be on hand to help with important financial decisions.

Where are you now?

The starting point of your relationship with your Richstone Park adviser will involve the gathering of information about you and your finances. Your adviser will need to understand your current financial position and scrutinise the financial products that you already have in place. Your adviser wants to build a picture of where you currently are.

Where do you want to be?

We will look to identify your goals and objectives, analyse how you feel about taking risks with your wealth and quantify that level of investment risk you’ll need to consider taking. We will look to model this using cash flow tools and discuss the likelihood of achieving these goals offering straightforward advice along the way.

How can we help you get there?

This is where your Richstone Park adviser adds true value, we will help you to understand your objectives and formulate a plan detailing how you can meet your targets. It is far more likely that you will reach your goals if you have a clear plan, that is measured, monitored and finetuned as time passes.

Discovery Introductory Meeting

We will ask you lots of questions, to build a detailed understanding of you. This will help us to plan the best course of action for your finances.

Assessment

This is goal setting, understanding your desired outcomes, what is really important to you and detailing your risk profile.

Research

We will create a solution for you, using high quality research tools that enables us to put a plan together that meets your needs and requirements.

Ongoing Reviews

Ensuring that your plan continues to meet your needs as your life and the financial environment changes.

Implementation

Once you are happy with your recommended solution, we will move forward in a timely manner keeping you updated at all times.

Discuss and Present Advice

In a clear way, giving you time to digest the information, discussing your plan and answering any questions that you might have.

Discovery Introductory Meeting

We will ask you lots of questions, to build a detailed understanding of you. This will help us to plan the best course of action for your finances.

Assessment

This is goal setting, understanding your desired outcomes, what is really important to you and detailing your risk profile.

.

.

Discuss and Present Advice

In a clear way, giving you time to digest the information, discussing your plan and answering any questions that you might have.

Research

We will create a solution for you, using high quality research tools that enables us to put a plan together that meets your needs and requirements.

Implementation

Once you are happy with your recommended solution, we will move forward in a timely manner keeping you updated at all times.

Ongoing Reviews

Ensuring that your plan continues to meet your needs as your life and the financial environment changes.

Discovery Introductory Meeting

We will ask you lots of questions, to build a detailed understanding of you. This will help us to plan the best course of action for your finances.

Assessment

This is goal setting, understanding your desired outcomes, what is really important to you and detailing your risk profile.

Research

We will create a solution for you, using high quality research tools that enables us to put a plan together that meets your needs and requirements.

Discuss and Present Advice

In a clear way, giving you time to digest the information, discussing your plan and answering any questions that you might have.

Implementation

Once you are happy with your recommended solution, we will move forward in a timely manner keeping you updated at all times.

Ongoing Reviews

Ensuring that your plan continues to meet your needs as your life and the financial environment changes.

Richstone Park IconRICHSTONE PARK GROWING YOUR WEALTH WITH OUR EXPERT ADVICE
Richstone Park IconRICHSTONE PARK