Every journey starts somewhere. We follow a five-step process that’s designed to help us fully understand our clients’ goals and motivations, so we can go on to develop a robust financial plan. Here’s what you can expect when you work with us.
1 Exploration – Getting to know each other and establishing whether we wish to work together. We’ll understand your lifestyle and objectives considering where you are now and where you would like to be.
2 Discovery – We’ll discuss your aspirations in greater detail to identify and prioritise your financial objectives. We’ll analyse your current financial situation to help draft your initial plan.
3 Planning – We’ll take the information provided and begin to work on your financial plan. Once complete well talk you through the plan we’ve developed explaining our recommendations and answering any questions you may have.
4 Implementation – This subject to your agreement is where we put the plan into action. We will complete all the relevant forms with you and will take care of all the administration. We’ll track any applications and will keep you informed throughout the process. We will provide you with a copy of the financial plan which you can review in more detail at your leisure.
5 On-going service – It is important that we review your arrangements on a regular basis. We will contact and arrange a meeting with annually or more frequently if required. Where necessary, we will update any changes in your personal circumstances and explain any changes to taxation and legislation.

Call us today on

07854944477

or complete our short enquiry form
and we'll be pleased to help you.

Greenwood Wealth Management Associates Ltd, 15 OBAN STREET, Leicester, LE3 9GB

Greenwood Wealth Management Associates Ltd is an appointed representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Greenwood Wealth Management Associates Ltd No 09867259 is Registered in England and Wales, Registered Address: 342 Streatham High Road, 1st Floor, London, SW16 6HH.

This website is for information purposes and does not constitute financial advice, which should be based on your individual circumstances. The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.




Copyright © WEBPRO all Rights Reserved · Website design and development by WEBPRO Adviser