Initial consultation

• We will have an initial face to face or telephone meeting.
• This provides an opportunity for you to ask questions and understand our service.
• We will get to know you better and find out what help you require, along with learning about your objectives and financial goals.
• Together we will discuss the options that are available to you.
• We will also provide information about our charges and levels of service to you.

Fees for this part of our service – at our expense

Financial Analysis

• We will gather information about your existing financial arrangements and your current financial circumstances.
• Using various tools, we will undertake a review of your attitude towards risk and explain what this means to you.
• If required we can complete a Cashflow Analysis with you.
• We will analyse your current financial products to see if they remain suitable and are best suited to meet your goals and objectives.

Preparation of Financial Plan

• We will review the entire financial universe to find solutions and products for you.
• We will take what we have learned and discussed with you and prepare a holistic solution that we believe will best help you achieve your goals.
• We will then discuss our recommendations with you, take time to make sure you understand our solution and make any tweaks as required until you are fully satisfied with the proposed plan.

Fees for this part of our service – please see our Client Agreement

Presentation of Financial Plan and Implementation

• We will arrange a second meeting with you to explain and discuss your report in detail.
• We will complete all necessary paperwork with you and send any forms and documents to the relevant policy providers.
• We will handle all fund and policy administration on your behalf.
• We will provide regular updates to keep you informed of progress and be on hand to answer any queries.
• We will ensure that all policy documents are issued to you, along with details of how you can view your policy information online via our client website.

Fees for this part of our service – please see our Client Agreement

Reviews

• Once agreed, structured reviews will be put in place. We offer a choice of differing levels of support depending on your needs.
• We will assess your current circumstances and new goals and make any changes to your plans that are needed.
• You will have ongoing access to your information on our secure client website
• We will provide regular updates and information regarding your holdings to you.
• We are always here to answer any questions and offer support if required.

Fees for this part of our service – please see our Service Proposition & Engagement
Quantum Wealth Management is authorised and regulated by the Financial Conduct Authority.