Six Steps Of Financial Planning Updated July 2011


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Six Steps Of Financial Planning Updated July 2011

  1. 1. “What do I have to do to ensure that I NEVER run out of money?<br />How much do I need to earn, save or sell my business for to give me what I want out of life?<br />When, precisely, can I afford to stop doing the things that have become a drag…and start doing the things I really enjoy?<br />“Exactly what level of investment return do I need to achieve my objectives?<br />And possibly the biggest question of all…..<br />How much is enough?"<br />
  2. 2. At Chartwell Wealth Management we believe that professional financial advice can offer significant value to individuals and businesses. It is because we believe this that we provide a comprehensive ongoing review service designed to create real value for our clients<br /><ul><li> As your partner in building wealth and security we focus on ways that we can help you to live the life that you want to live
  3. 3. By engaging Chartwell Wealth Management you assure yourself of regular financial checkups and access to new concepts bought to you by the Chartwell Wealth Management team
  4. 4. Choosing a financial partner is one of the most important decisions you will ever make
  5. 5. Take your time, choose wisely, and we hope that we can earn the right to work with you in the future
  6. 6. We look forward to speaking to you</li></li></ul><li>Our Six Financial Planning Steps <br />Six Steps To Success<br /><ul><li> Our “financial planning process” consists of Six Steps to Success
  7. 7. These steps form the basis of our structured financial planning process
  8. 8. Our process is designed to:
  9. 9. Manage through all market conditions
  10. 10. Streamline the services we provide
  11. 11. Remove reliance on the skills of one individual</li></li></ul><li>Step one Initial meeting<br />The Start Of The Journey<br /><ul><li> In the initial meeting we will discuss your lifestyle goals and tell you about the services we offer</li></ul> We will encourage you to consider:<br /><ul><li>Where am I now ?
  12. 12. Where do I want to be ?
  13. 13. How do I get there ?
  14. 14. How will it look when I get there ?
  15. 15. What happens if I take no action ?</li></li></ul><li>Step two The Discovery Meeting<br />Gathering All The Facts<br /><ul><li>To enable us to build a comprehensive plan, we will need to understand all the facts
  16. 16. What it is that you’re trying to achieve?
  17. 17. How do you feel about risk?
  18. 18. What types of investment are you invested in?
  19. 19. What tax wrappers you should be using?</li></li></ul><li>Step three Plan preparation<br />Building Your Road Map To Success<br /><ul><li> Using our expertise we will design you your own personal strategy (Financial Blueprint) to use your financial resources to achieve your lifestyle aims</li></ul> We will develop strategies within your Plan to:<br /><ul><li>Provide you with a complete understanding of your situation
  20. 20. Help reduce your tax liabilities
  21. 21. Simplify your affairs
  22. 22. Protect your assets
  23. 23. Provide you with peace of mind</li></li></ul><li>Step four Present and discuss your financial plan<br />Leaving No Question Unanswered<br /><ul><li> We will present you with your detailed Financial Blueprint
  24. 24. A jargon-free explanation will be provided
  25. 25. You will have the opportunity to ask questions and provide feedback
  26. 26. We will address any of your concerns</li></li></ul><li>Step five Implement your plan<br />Putting The Plan Into Practice<br /><ul><li> Once we have agreed on the final plan that is right for you, we will start implementing the strategy
  27. 27. We use a web-based service that enables us to manage your entire portfolio from one web page, regardless of where your investments are held
  28. 28. We offer a range of diversified portfolios, designed to help you meet your financial and lifestyle goals</li></li></ul><li>Step six Regular reviews<br />Making Sure You Remain On Track<br />Each year we will review your plan to make ensure you stay on track to meet your goals<br /><ul><li>Has anything changed?
  29. 29. How has your portfolio performed?
  30. 30. Do we need to make any changes?</li></li></ul><li>The Lindley Group: Chartwell & Lindley Trustees<br /> Who are we?<br />The Lindley Groupis a specialist financial services group offering a diversity of fee based services to both private client and corporate sectors. The group comprises the following businesses: Chartwell Financial Services, Chartwell Corporate Solutions, Chartwell Wealth Management and Lindley Trustees Limited<br />Chartwell Financial Services Limitedis a firm of “fee based” independent financial advisers based in Altrincham, Cheshire. We have been providing bespoke financial solutions to both personal and corporate clients since 1992. Chartwell Financial Services Limited is authorised and regulated by the Financial Services Authority (FSA)<br />
  31. 31. What do we do?<br /> As part of the Private Clients business Chartwell Wealth Managementoffers holistic financial planning on a fee charging basis. We offer a series of risk based investment portfolios on our own Wrap which also permits our clients to hold legacy investments and deposits under pension and personal portfolio strategies<br /> Our reputation has been built up on providing first class professional service to our clients with the personal touch so often lacking in today’s business environment<br />
  32. 32. Our service standards<br /> We pride ourselves in providing a first class professional service to our private and corporate clients, tailored to their individual circumstances and requirements<br /> As no two clients are the same, the first stage in the advisory process will involve us getting to know you and your aims and objectives <br /> We will provide a report and recommendation, agreeing a remuneration basis before any work is carried out<br /> We keep in regular contact with our clients, and our help and advice is available at any time<br /> We look forward to hearing from you<br />
  33. 33. We look forward to hearing from you<br />CHARTWELL WEALTH MANAGEMENT<br />Lindley Court<br />Scott DriveAltrincham CheshireWA15 8AB<br />Tel: (0161) 929 3500Fax: ((0161) 929 3501<br />Email:<br />Website:<br />