Our aim is to make working together as easy as possible for you. In an exceedingly complex financial landscape, we’re here to help keep things simple.
Our approach at Lansdown Place Wealth Management Ltd can be broken down into four clearly defined stages.
Stage One: Information Sharing
Firstly, we will arrange an introductory meeting to find out more about you and to determine your exact needs, requirements and priorities. This gives you an opportunity to establish if we’re the right fit for you.
Stage Two: Solution Sharing
After details analysis and research, we will advise you on the most suitable solutions and plans to meet your objectives and demonstrate just how these plans can be achieved.
After taking your feedback into consideration, we will then fine tune our proposal and provide you with a final plan.
Stage Three: Shared Commitment
The next stage will be to agree the service level and support required, whilst also confirming appropriate timescales necessary for delivery.
We will then establish the best way to communicate with you, whether that be face to face, by telephone or email, (or whatever combination suits).
Stage Four: Shared Vision
Finally, with your agreement to proceed, we will implement your plan and keep you informed on our progress, alerting in advance to any issues or changes along the way.
