The financial planning process
begins when you appoint AWA Wealth Management
We will gather the information needed to prepare a plan tailored to your needs, attitudes and situation. You may add some of this data securely and directly to our online 'Fact Find' through the secure 'client-only' area of our website.
Setting goals
We will spend some time talking with you to identify your goals over the short, medium and long term. We will find out details about your specific circumstances, and build up a comprehensive picture of your situation which we can then analyse.
Action plan
This leads to the formation of an action plan on how you can best reach your stated goals. Our report will explain the approach we have taken and why.
The next stage is to implement that plan step by step, and we will give guidance on the most suitable way to go about this, which can include recommending products currently available.
Regular reviews
Progress needs to be reviewed at regular intervals. We will discuss and agree a review timetable with you.
At a subsequent review we may conclude that adjustments to the plan are needed, depending on changes in your circumstances or your goals.
In starting to consider financial matters you might like to browse our Life Stages guide, within this section.