The first step involves getting to know each other. This is your opportunity to decide whether you want to work with us and for us to find out about you, your aspirations and goals. This helps us begin to understand your needs and how our services could be of benefit you. The initial meeting is free.
At this stage, we move things on to a more formal basis. We will ask you for the specific information about existing arrangements which may include life insurance, pensions and/or investments and more detail about your financial circumstances. This is an important part of our process to ensure we ‘know our clients’. We would typically agree and sign our terms of engagement * at this time.
Taking your existing arrangements into consideration, we will then carry out extensive research and analysis to allow us to make the most suitable recommendations and solutions to meet your financial objectives within your budget.
We aim to break down what can appear to be complex subject matter into plain English.
Taking together all our meetings, discussions, research and analysis, we create an individually tailored report. Some of your existing arrangements may continue to be appropriate or require some adjustments to help you build towards your goals or we may recommend new solutions. We do not take a one size fits all approach to our clients. Each client receives independent evaluation of their circumstances and individual advice.
Having received your report, and once we have your agreement, we will implement the strategy.
Now we have taken on the responsibility of helping you achieve your financial goals and implemented any necessary changes, we offer monitoring and review of your arrangements to ensure you remain on course to achieve your goals. These arrangements are agreed between you and us. You can choose which of our three Nexus service levels you feel is appropriate.