The Ashleigh Court Process
Whatever aspect of your financial affairs you ask us to look at, we will adopt a holistic approach which takes into account your current lifestyle, your financial aspirations and of course the extent to which you are able to invest.
Our process is tried and tested, and has helped our clients to match their savings, investments and tax provision with the financial security they are aiming for.
Our Four-Stage Process
Discovery
The first stage is a discovery meeting, when we will discuss your financial goals and any concerns you might have, and explain exactly how we can help you.
Wealth maximisation planning
During the wealth maximisation stage we set out all the options for meeting your goals and removing your financial concerns, and recommend specific solutions and implementation strategies.
Implementation
Once you have approved the wealth maximisation plan, we will work with you in a series of meetings to put the recommendations into practice.
Review
Regular review meetings enable us to reassess your goals and investments, and make any consequent adjustments to your wealth maximisation plan.
