Initially we will meet with a client and discuss what it is they are trying to achieve, taking in to account their current financial situation and their financial goals. This allows us to establish the type of advice that they require.
Next we will analyse the information obtained at the meeting and begin to source the appropriate products and solutions, to develop a bespoke financial plan that will meet our client’s goals.
We then present a jargon free and easy to understand financial plan to the client. This can be delivered in person, over the phone or in writing depending on the preference of the client.
Building a long-term relationship with each individual client is integral to our service at KDW Financial Planning. We recommend our clients have biennial reviews with their adviser to make sure their financial plan is working effectively for them.