Getting to know you and gathering all the facts
At Chartwell, we like to have a very close relationship with our clients and we appreciate that everyone’s situation is different, we aim to get an understanding of your personality, your attitude to your finances, outlook on risk and collect all the important data necessary to achieve your financial and lifestyle goals.
Your vision and goals
It’s important to have financial and lifestyle goals and an ultimate aim in mind when looking at receiving financial advice. So that we have something to focus towards when we plot your progress and work out timescales on where you want to be and how to get there.
Looking into the future! Combined with cash flow modelling
Utilising cash flow modelling is a key aspect of offering the most tailored and top-tier financial advice. It allows us to map your financial situation 10, 20 even 50 years in the future.
We are then able to help you prioritise your goals and visualise the impact of your financial decisions within a timeline that suits you.
Preparing your tailored financial plan and the options and routes to achieve your goals
This is where our expertise and industry experience helps you to formulate a blueprint to enable you to achieve your long-term goals and ambitions.
Beginning the process for putting your ideal financial plan into action
We ensure that all of the administration and planning that comes with implementing our strategies are taken care of including administering your new and existing investments.
Ongoing regular reviews, running the course to financial freedom and peace of mind
We see this as the most important stage. We will regularly analyse and manage your investments in line with any changes to your circumstances.
Your annual/bi-annual review ensures that your investments remain suitable and if changes are required, they can be put in place.
We apply our process across a number of areas, including our specialisms. Find out more about what we do, or get in touch.