In order to fully understand and meet your needs, SFB Wealth Management adopts the following process to evaluate your current situation and define a tailored financial strategy:

Step 1: Initial consultation

Step 2:  Gather data – including goals

Step 3:  Researching solutions

Step 4:  Strategy presentation

Step 5: Implementation

Step 6: Ongoing monitoring and review

We offer different service levels to match your requirements.

Sapphire

This is a responsive wealth management service.  Your file will be updated with plan valuations and statements as and when they are received by our offices. We will also closely monitor the financial strength of the companies that administer your plans, and ensure your underlying investments are suitable and in line with your attitude to risk.

We will act as your agent in all communications with insurance companies and other financial institutions in order to minimise the administrative burden and complexity of dealing with your financial affairs. Throughout the year you will be kept up to date with SFB Wealth Management’s regular e-zine. Ongoing reviews of your financial situation will be conducted upon your request and will be additionally charged.

You always have the option to switch to one of the other service propositions that we offer should your circumstances or financial planning requirements change.

Emerald

This service allows you to view your portfolio online and benefit from an annual face-to-face review of your financial situation. We will review your current investments and revisit your goals to ensure your financial plan is on target. We will re-establish your attitude to risk and realign your portfolio if necessary.  Throughout the year you will be invited to events, and will be kept up to date with SFB Wealth Management’s regular e-zine.

Ruby

This is our most hands-on service.  In addition to having online access to view your portfolio, you will be offered quarterly reviews. Included in this is cash flow planning so you can see what impact making different decisions will have on your financial situation. As part of general tax planning we will include inheritance tax planning. In your quarterly reviews we will discuss different topics with you to keep you up to date with changes which may affect your situation. We will also be highly responsive to your needs and queries.

Throughout the year you will be invited to events and be kept up to date via SFB Wealth Management’s regular e-zine.

We would love to talk to you, so please give us a call on 024 7638 4171.

The Financial Services Authority does not regulate taxation and trust advice.