Typically, we would have an initial phone call or meeting to understand what it is that you need, what is it that you want, and whether we can actually deliver, taking into account any concerns and queries you may have.
During this meeting we would disclose the level of our fees for the work to be undertaken and the service that we will provide, and If you are happy to proceed we would usually have a face to face meeting lasting an hour to an hour-and-a-half which is at our expense.
This meeting allows us to get a little bit more under the skin of what your needs and wants are. In many cases it is the first time somebody has taken time to really reflect on who and what matters to them, what their priorities are, not just around money, but in their lives, and what is truly important to them. Because if you don’t know what your ideal looks like, by default you’re going to settle for a compromise. Usually, it is either at this meeting or after that the client decides they want to go ahead or not.
Assuming that they do, we will collate all the information and about four to six weeks later we would be able to present our recommendations by way of a Financial Planning report. This Report will explain and highlight the long-term goals that you have, medium, long-term goals in terms of what they are, what sort of asset base those goals are going to need, what do you have and then how do we think we might get there. Once that strategy is agreed, we can look at any restructuring or new products or anything else that might be needed. So, until the implementation stage, there are no financial products involved at all. If everything is then agreed we will proceed to implement and action the plan.
PB Financial Planning is a trading style of Tavistock Private Client Limited which is authorised and regulated by the Financial Conduct Authority,
FCA number: 210782. Tavistock Private Client Limited is a wholly owned subsidiary of Tavistock Investments Plc
Registered in England Registered Office: 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire, SL5 9FE. Company Number 04298592.
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