1.Consultation

• Agree remuneration method

• Review existing plans

• Identify goals and objectives

• Information gathering

Your Patrick Wayne Wealth Management Limited adviser will introduce themselves and provide information about the company, how they would like to work with you, the services they can provide and their costs. They will then discuss your financial objectives and goals, including your financial planning priorities and timelines for achieving them.

2. Advice

• Assessment of objectives

• Research

• Devising of investment strategy

• Selection of product(s)

• Recommendation

• Suitability report

Once the Consultation stage has been completed, your adviser will then be able to provide financial advice and, where appropriate, begin the process of selecting the investments, product wrappers, and product providers that are most suitable for your circumstances.

3. Implementation

• Application to product provider

• Completion of documentation

• Processing of applications

• Policy documentation

The Implementation stage will put in place the recommendations agreed with you on the area or areas of advice identified to meet your needs and objectives. This may also include any broader or more complex planning, such as trust work or estate planning.

4. Ongoing Service

• Assessment of continued suitability

• Completion of new investment risk questionnaire

• Annual suitability report

• Ongoing access to your adviser

Patrick Wayne Wealth Management Limited aims to build long-lasting, trusted business relationships with all clients. This involves recommendations being clearly explained to you with an ongoing service process put in place to review your plans to ensure they remain appropriate for your ongoing needs. This is an evolving financial plan and an essential part of continually reviewing your arrangements to ensure they continue to match your goals and objectives at any given period throughout your financial planning lifetime.