Our process
A wealth planning process that focuses on you, your goals and your unique situation.
Our goals-based wealth management process focuses on you, your goals and your unique situation. We will help identify your key goals and objectives and then help you to achieve these by managing your finances in the most effective way.
Working together
Experienced advisors
First, we get to know each other. We will listen to what matters most to you about your future. We listen to your priorities, goals and aspirations, what drives you, what inspires you, and begin to form a picture of how we can help you fulfil your goals.
Analyse
When we have fully understood your goals, we will comprehensively work out exactly how you stand financially based on your existing investments, policies and spending patterns. We will analyse each area to ensure that together, we will be able to secure the future you want.
Advise
We will then develop wealth management strategy, aligning appropriate solutions for you, and showing you what needs to be done. We will make sure you understand everything clearly, engaging with you to ensure you are both happy and comfortable with these plans.
Evolve
We will keep in touch regularly giving you confidence that as things change, your plans adapts accordingly. We meet and we will report how things are developing, revisiting your wealth management strategy, so together, we can adapt as your life, goals and needs evolve.
Our six step process
Our comprehensive wealth planning process is split into five distinct stages designed to help you identify your key goals and objectives and then help you to achieve these by managing your finances in the most effective way.
Initial conversation
Either in person, via video call or phone call to establish your goals and or objectives.
Fact find
A deeper dive into the clients financial and personal situation
Analysis
Gaining an understanding of your current situation and research into future solutions.
Report
Information and findings explained to you in easy to understand language.
Implementation of advice
If the client is happy to proceed we will take care of all the administration and implement the advice accordingly
Review
We will monitor the advice ongoing and tweak solutions if necessary as circumstances (personal, geopolitical, legislative) change.
Our six step process
Our comprehensive wealth planning process is split into five distinct stages designed to help you identify your key goals and objectives and then help you to achieve these by managing your finances in the most effective way.
Initial conversation
Either in person, via video call or phone call to establish your goals and objectives.
Fact find
A deeper dive into the client’s financial and personal situation.
Analysis
Gaining an understanding of your current situation and research into future solutions.
Report
Information and findings explained to you in easy to understand language.
Implementation of advice
If you are happy to proceed, we will take care of all administration and implement the advice accordingly.
Review
We will monitor the advice ongoing and tweak solutions if necessary as circumstances change.
Our expertise
Distinguished advice
We are a distinguished boutique financial advisory and wealth management consultancy that offers an unwavering commitment to our clients’ financial well being.
As an independent firm, we provide objective and personalised advice that aligns with the unique goals and aspirations of each client.
Our team
Leading by example
Building a long-term relationship enables us to put together a flexible financial strategy.
Personalised to adapt as your life changes, and provide you with the peace of mind that your financial planning needs are being well looked after. With Character Financial Services, you’re not just another portfolio; you’re a valued individual on a path to financial success.