There are several stages to our financial planning process,
and these are outlined in the illustration below:
Initial meeting
At Seven Street Wealth, each client has a dedicated financial adviser, paraplanner and administrator. The initial meeting acts as our introduction, where we begin to get to know you on a personal level. We want to understand your personal goals, financial needs, and objectives. At the same time, this meeting presents an opportunity for you to get to know us, and gain insights into the range of services we provide.
Collate information
To construct your personal financial plan, it is critical that we collect all appropriate information regarding your individual situation and financial circumstances.
Identify your risk profile
With your help, we will complete a risk assessment which will allow us to ascertain risk tolerance and capacity for potential loss, indicating the extent of risk you are both comfortable and prepared to undertake.
Recommended course of action
We will fully explain our recommendations, clarifying how they align with your requirements and objectives.
Build and implement
Our team will oversee the management and administration of your policies whilst guiding you through the advice journey.
Review process
We can review your circumstances annually to confirm the continuing suitability of your current financial plan including products, attitude to risk, capacity for loss and investment strategy.
Here to help
We are here to help and support you whenever you need us. We appreciate there will be moments when more frequent meetings are essential, especially as you approach significant life events such as divorce, retirement, inheritance, or sale of a business.
I must say I am very pleased with how 7SW are handling the administration of my pension pot and ensuring that I receive the most appropriate advice and guidance for my specific personal circumstances. Thanks again for your excellent service guys.
— Sue