Our Advice Process
The Practice want your wealth to do more for you. And we want to make your journey with us enjoyable and progressive.
The Practice want your wealth to do more for you. And we want to make your journey with us enjoyable and progressive.
Therefore, it is important for us to maintain complete transparency. We are pleased to inform you that fees are only paid when you choose to implement our agreed recommendations, and you are under no obligation to proceed. Likewise, it is crucial that you fully disclose your financial information, as we cannot provide the best advice or recommendations without it.
1. Consultations: Initial & Ongoing
We personally meet each client. And we start your relationship by asking you what you would like to achieve. Listening well is one of our keys to success. We gains an in depth understanding of your goals and outcomes. What would you like to achieve at different milestones?
2. Analysis & Solution Building
We assess your current, ongoing circumstances, goals and resources to achieve them. We illustrate any shortfalls, assesses your investment needs, risk appetite, capacity for loss, ethical influences and asset allocation.
3. Walk Through Solutions Together & Implement them
Once we have discussed all relevant matters and you are happy to proceed, we implement our agreed plans tax efficiently on your behalf.
4. Onboarding – Keeping you Informed
During the implementation phase you will receive regular updates from the team to ensure you are informed and aware of what stage of the process we are at, at all times.
5. Ongoing Communications
Together, we review your plans annually to ensure they are on track or if any changes are needed. We also reassess your prevailing circumstances at each review. If you need advice or assistance at any time, you are warmly welcome to get in touch.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Team at Eastern Horizon Wealth Management are heavily invested in continuous professional development, advocated and strongly supported by St. James's Place. This assures our clients that we are working with the very best industry Practices at all times on their behalf.
