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The Client Journey

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GETTING TO KNOW YOU

Our journey starts with an initial meeting.

 

This is the really important stage. This is your chance to talk about your goals and aspirations and how you picture the rest of your life.

 

 This first meeting is a NO COST, NO OBLIGATION introduction, with the purpose being to get to know you, and to allow you to get to know us.

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We will disclose our fees and your service options so you have a clear picture of how it all works.

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CREATING YOUR BESPOKE PLAN

Once we have gathered the required basic information from you, we will set to work in the background, collating all the wider information, assessing the suitability and costs of any existing investments, and carrying out the required calculations in order to put together your bespoke plan.

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Part of this process will require an in depth analysis of your income and expenses in order to produce a detailed cash-flow model which will clearly visualise your financial journey towards your goals.  

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THE PROPOSAL

Once we have everything ready, we will arrange another meeting where we will present you with your detailed and personalised plan, which will include our recommendations to you.

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Each of the recommendations will be explained to you in detail, and we will demonstrate how each one is designed to support you on the path towards your goals and objectives.

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The proposal will include a detailed breakdown of our costs and a detailed outline of the service levels you can expect from us going forward.

ACTION & IMPLEMENT

Providing you give us the go-ahead, our service teams will quickly begin the process of setting everything up as agreed in the financial plan.

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There are no additional costs to you for the implementation of the plan.

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An estimated timescale for the implementation will be given and you will be kept informed as to progress, throughout.

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REVIEW

The implementation of the initial plan is just the first step on your financial planning journey.

 

Once everything is in place, our ongoing service means we can monitor your investments and ensure everything is operating in line with your goals and objectives, as well as to answer any concerns you may have, at any time.

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Our periodic reviews allow us to assess any changes to your circumstances or goals, as well as any market or legislative updates, and then to adjust the financial plan accordingly.

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XV Wealth is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.

 

Registered in England and Wales. Registered number: 05280582, Registered Address: 750 Mandarin Court, Warrington, Cheshire, Wa1 1GG

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Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk

 

Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.

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