1 The first stage is that we have a chat over the telephone in regard your current situation. Your adviser will want to complete what we call a “Fact-find review”.
This will help ascertain your current financial position. We will also want to discuss your objectives and what are your short, medium and long term goals?
These are important as your adviser will structure their advice around your personal circumstances and objectives.
2 Your adviser will prepare a financial plan, which is a full written report outlying our recommendations and will include some ideas on the best way forward.
This report will contain all the information you need to make an informed decision.
Your Balquidder adviser will provide you with as much follow up information and further reports you may require, without any obligation on your part to become a client.
3 Once you have decided on the way forward, we remain with you every step of the way.
We will help you with the initial practical requirements such as form filling.
Please remember we never handle client funds, you will send your money directly to the financial institution.
Opening new investment accounts can take anywhere from one to three weeks
4 We aim to develop a strong long term relationship and provide full assistance and ongoing support.
You will be able to access your investment valuations online. Store other valuable documents, within your online vault. You can also update your personal factfind online to ensure we are aware of any changes in your circumstances.