We will meet with you to gain an understanding of your current circumstances, lifestyle and your hopes and aspirations. We will outline how we work, the different levels of service we offer and any costs involved.
Once we gain an understanding of your financial objectives, we will identify your financial goals and prioritise the services you require. We will tailor a financial plan to suit your individual needs, working within your budget.
Once we have analysed your information, our experienced team will put together a plan and research the whole of the market place for the most appropriate products and services to meet your objectives. If required, we will work with other industry specialists, such as accountants ro fund managers to develop a bespoke financial plan to suit you.
Our findings and recommendations will be presented to you for you to consider. It is important to us at Watermark that you fully understand the products and services we recommend to you. You will have as long as you require to read through the paperwork and ask many questions. It is important that you are comfortable with the solution and how it fits your requirements.
Once you are completely satisfied, our team will set to work to implement any products/services on your behalf. You will be updated regularly through the process. If you have any queries along the way you can contact one of our staff members.
It is our belief that reviews on your plans and your circumstances should be regularly carried out. Life and circumstances change as does the market place, taxtation and legislation. Watermark are therefore able to offer different levels of review services to suit your requirements.