Carpenter Rees Ltd

How do we help you?

1

Understanding you and your needs

We start by getting to know more about you, your current circumstances and future aspirations. We can then identify solutions which will help you to achieve your objectives and aspirations. Prior to conducting any further work, we will provide, in writing, a full explanation of our costs and services.

2

Developing your strategy

We then develop and agree the strategy that will meet your objectives, risk and return, investment framework and philosophy.

3

Presenting your plan

Your financial planner will take you through your financial plan: our recommendations will be thorough and tailored to your individual circumstances and we will then discuss these with you in detail.

We will answer all of your questions and propose a timeline for implementation.

4

Implementing your plan

Working closely with you, we will complete all the necessary paperwork and activities required to execute your plan and get you up and running. Where appropriate, we can also work alongside your accountant and / or solicitor.

5

Ongoing support

Your financial planner will continue to work with you to review and update your strategy as your circumstances and aspirations change over time.

What are our ongoing services?

The importance of regular reviews should not be overlooked as they play a crucial role in your financial plan.

Changes to your circumstances can impact upon your objectives or attitude to risk; however, if we are not made aware of these your plans can soon go off track. In addition, external influences such as changes to legislation, taxation, market environments or the availability of new products and services can also have an impact.