Client
Care is
Foremost
We have chosen to restrict our offering to only a select number of clients to ensure that we have sufficient time to dedicate to each one and ensure a positive ‘client experience’.
Our proposition and service levels are designed to look after our clients so that they want to work with us for a very long time, if not their whole lifetime.
Finding the right financial adviser can be likened to finding the perfect spouse! If the right choice is made it will be an enjoyable experience for both parties.
The experience with Assetz Wealth
- Initial no-obligation meeting to establish that we are ‘well-suited’. In this meeting you will learn about the strategies/methodologies that we adopt, and we will learn about you (your goals, timeframe, cash and ‘safety net’ requirements, debts, attitude to risk, investment preferences and so on).
- We will design a bespoke report of our recommendations given your situation and requirements. This will take into account recommendations for new investments or changes to existing investments where applicable. It will include the areas that you have requested or that we have identified where we can add value, such as investment strategies, tax structures, protection, finance re-structuring…
- You will consider the report and ask any questions. If, after consideration, you decide that you are happy with our proposed services and would like to become one of our select clients, we can move to the next stage.
- We will discuss this bespoke report with you further to hone it to perfection. We will explain in more detail why we recommend certain plans of action in your situation.
- If you agree to proceed, both parties will sign an agreement and we will put our recommendations into motion.
- Once the plans are in force, we will send you an investment report detailing the returns of your investment portfolio every six months. Meetings will be held as regularly as required. Each client is unique and, therefore, the regularity of the reviews will differ from client to client. Clients may also find that they need a review meeting more regularly in certain periods of their lives and less regularly in others.
