At Nockolds Wealth we provide answers to your needs and strive to develop a personal relationship with all of our clients. Our journey with you will follow our five step plan as detailed below.
Step 1 - Current Position
It is essential that at outset, we work with you to fully understand your current position, your aspirations for the future and what factors may influence any changes to those aspirations. We will also assess your attitude to risk and reward at this stage.
Step 2 – Build a Plan
Once we understand what you are looking to achieve, we will compile a plan to help you achieve this in the best way whilst utilising tax allowances, exemptions and in a manner that reflects your approach to risk and reward.
Step 3 – Recommendation Report
Having compiled a plan, it’s very important that we fully explain what we are recommending and why. We will present a formal recommendation to you and will take the time to explain and discuss this. It’s very important that you fully understand the plan and are comfortable with how it is going to work.
Step 4 – Implement the Plan
Having agreed what we are working to achieve for you and how this is going to be done, it’s time to put the plan into action. You will be kept informed as to how things are progressing with its implementation.
Step 5 – Review
Once the plan has been implemented, we want to exceed your expectations and one way to try and do this, is through a process of regular reviews.
Often someone’s circumstances can change and this may affect what they are trying to achieve and their timescales. We will meet with you at an agreed frequency to review progress and consider any changes that may be appropriate.