Delivered in a
TAILORED FINANCIAL SOLUTIONS DELIVERED IN A CLEAR AND CONCISE MANNER
Resolute Financial Planning offers you financial planning with clarity and integrity.
At Resolute Financial Planning we listen to our clients and provide pro-active advice so they can achieve their long term objectives.
Resolute Financial Planning will initially offer a financial review encompassing a clients existing situation; together with an exploration of their current and future objectives. This includes researching the market for the most appropriate solutions, which accurately meets their requirements, completing the necessary documentation and following through to a successful completion of the recommendations given.
During the initial meeting we will ask you about your goals and objectives. It is important that we fully understand your current financial position and your attitude to investment risk. We will also consider your tax position and take details of any existing investments and policies which you may have.
Crucial to the success of any wealth planning strategy is ensuring that both parties have a clear picture of where you are today and what your future plans are.
After our initial meeting we would write to outline our understanding of your position along with a brief description of my intentions.
Once we have agreed what action needs to be taken, we will then research and recommend the specific financial solutions and investments required to fulfil your objectives.
Resolute Financial Planning will provide you with a detailed report outlining the recommended financial solutions and reasons why they are suitable for your requirements.
Having met with you to discuss the report and agree the recommended solutions, the final stage of the process is to implement the recommendations, thereby, establishing the recommended wealth planning and investment strategy for you.
OUR LONG TERM RELATIONSHIP WITH YOU
We all have financial needs and deciding who to trust with your money is never an easy choice. With financial planning becoming ever more complex, there has never been a better time to take advice from a company that you can trust. Resolute Financial Planning is proud to be able to offer the very best service with the aim of establishing long term relationships with our clients.
Resolute Financial Planning does not just tick boxes and pigeon hole clients; we treat every client as an individual and value every client that we have.
By establishing a one-to-one relationship with each client we are able to offer timely, individual financial advice.
Clients also benefit greatly from the long-term nature of the relationship as our strong belief is that everybody should be able to benefit from quality unbiased independent advice that is tailored to your individual requirements.
Your financial requirements today could be significantly different to those of the future. In order to ensure your plans stay on track we recommend they should be reviewed, at least annually. We will meet with you at the very least annually to review my recommendations and your circumstances and, if necessary, we will make recommendations for any changes which may need to be made.
Taking the time to understand your financial goals is vital in getting the best possible result for you and your money. We guide our clients through what can appear the complex world of financial planning and ensure that they are able to achieve their long-term financial aspirations.