01530 417943
info@bleathwoodifa.co.uk
How we can help you
As a professional independent Financial Services company, following an initial FREE discovery meeting where we can discuss your current situation and explore ideas to achieve your future financial security, we follow a straightforward and transparent process:
Step 1:
Engagement
Identify your needs and objectives
We will fully explain how our service works, identify your primary financial needs and objectives and answer any questions you may have.
Step 2:
Discovery
Gather Information
If you feel you can benefit from our service, we will work with you to fully understand your objectives and develop these into well-defined goals. We will gather financial information to provide a comprehensive picture of your circumstances.
Step 3:
Research & Analysis
Once your objectives are agreed, we will work with you to complete a recommendation and create a financial strategy to achieve your objectives. This will come as a written report and will provide an analysis of your current financial position and identifies any areas to develop and act upon.
Step 4:
Plan Presentation
Develop an action plan
Once we’ve created a strategy and recommendation for you, we’ll take you through it stage by stage. It will set out specific and realistic recommendations designed to achieve your stated objectives over an agreedtime period.
Step 5:
Implementation
Plan implementation
Now it’s time to put the plan into action. You can relax in the knowledge that we will be taking care of all the necessary final steps to turn your planinto reality.
Step 6:
Ongoing service and relationship
Monitoring & reviewing progress
Where an ongoing service is agreed, we will help you review your financial plans to ensure they remain on track with your objectives. Reviews will take into account many issues such as; changes in your personal/financial circumstances, stock market conditions, relevant legislation, asset allocation and risk - amongst others.
Visualisation of your plans
Financial products, investments, pensions and efficient tax planning can seem complicated. Nowadays, more than ever, we understand that our clients need transparency and that we need to build trust in our advice. Clients want to have control and to visualise their financial future, which is why we have developed Prophecy – A Financial Software System that models lifelong cashflow to ensure you can fund your life goals with confidence.
It’s simple to see and understand how your plans can become reality. It’s flexible so when you want to make a change or have a change in circumstances, we can show you how the change will affect your long term financial future plans.
Don’t just wish – have a plan !
