How we take care of your finances
At Abacus Wealth Planning Ltd, you will receive personalised and independent financial advice tailored to your unique situation, whether you're an individual or a business.
Our process begins with a complimentary consultation, where we'll review your current financial status and assess your needs. During this session, we'll determine if our services align with your goals and whether it makes sense to proceed together.
If you choose to move forward, we'll conduct a thorough 'needs analysis' based on your current circumstances and future plans. From there, you will receive advice on a range of strategies, from short-term financial solutions to comprehensive lifetime financial plans.
You will also get ongoing support through regular reviews to ensure that your financial strategy remains aligned with your goals.
Set aside some time to talk with us and start your journey towards a secure financial future.
1. Getting to know you
Determine your goals for your financial future and how we can help you achieve them.
2. Information Gathering
Confirm your current situation by completing a Fact Find as well as an Investment Risk Questionnaire.
3. Research and Analysis
Assess and identify any gap in achieving your desired objectives - create an action plan.
4. Presenting your Financial Plan
Discuss and explain our recommendations in line with your Financial Objectives.
5. Implementing your Plan
Complete all necessary documentation.
6. Ongoing Review
To adapt Plan if circumstances change and/or regular monitoring to ensure plans are continuing to meet Financial Goals.