These are the following requirements to ensure comprehensive & efficient financial advisory services:
STEP 1 Establishing a relationship and advising of services offered. |
STEP 2 Gathering information which will have an impact on the needs and goals of the client. Includes risk profiling. |
STEP 3 Analyse and evaluate the client’s financial status. |
STEP 4 Development of a financial plan with recommendations and proposals (co-create & educate). |
STEP 5 Implementation of agreed upon proposals. |
STEP 6 Ongoing monitoring of the plan and revising when necessary. |
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A will is one of the most important documents you can have. At PW Harvey & Co, free wills come standard. Let us assist with your will and provide you with peace of mind. Complete the below form and we will contact you to sign the required documents.