At RetireInvest, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations.
We often meet clients at their place of work or their homes, but we also welcome visits to our offices. We will work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you.
This is the six-step process we follow:
The purpose of our initial, free-of-charge meeting is to identify your personal needs and objectives, establish what benefits would result from using our services, outline our associated costs and give you the opportunity to appoint us.
This could involve a specific review of your current arrangements and circumstances in relation to particular issues you feel require attention or could involve your entire financial situation.
Using the results of our review process we will then carry out product research to enable us to identify the most suitable recommendations to help you to achieve your personal financial needs & objectives.
We will present back to you our report detailing the results of our research & personal recommendations including specific product solutions that will support you in achieving your personal needs & objectives.
This process only begins once we have your agreement on the arrangements to be put in place. This involves arranging investments or other products on your behalf, as required.
An ongoing relationship with our clients has always been integral to our business, as we believe that it can add significant value to both individuals and businesses. Ongoing reviews are, of course, entirely optional.