At Aries Wealth Management, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations.
The Financial Planning Process
We often meet clients at their place of work or their homes, but we also welcome visits to our offices, as well as webinar and Skype calls.
We will work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you.
There are four stages to the financial planning process, each of which is separately costed, although the initial consultation is at our cost:
1. Initial consultation
2. Financial Review and Recommendation
3. Arranging and Setting up your Investment
4. On-going Service and Reviews
We recognise that all clients do not have the same service requirements. This means that even though we do provide a guideline by way of our different propositions, you are free to choose the level of service that best suits your needs.
Straight forward advice
At Aries Wealth Management, we ask the questions, look into your future, give straightforward advice and find the right financial solutions for you. This is achieved by:
Identifying your short, medium and long-term financial planning goals
Clarifying precisely what you want from life
Mapping out a route to get you there
Making easy-to-understand product and investment recommendations
Adjusting your plan during significant life changes and at regular reviews
Please contact us to find out more about our financial planning process and our terms of business – we look forward to hearing from you.