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Client journey
Meeting your financial planner
We start with a 30-minute, no-obligation meeting where we have an open dialogue about your values and goals. It’s at this stage that we clearly explain the services that we will provide and explain our fees in detail. We should both come away from this meeting with an understanding of whether we can work together.
Understand your goals
Should you choose to go ahead with our services, we will meet with you again to gather as much information as we can about your financial situation, as well as all the necessary documents. Working together, we will define your personal and financial goals and when you’d like to achieve them. It’s at this stage that we establish your attitude to risk.
As a business professional I have used Bridgewater Financial Services for help with my personal retirement planning both before and during my retirement. I am extremely pleased with the way they have taken time to understand my retirement wishes and my situation and explained the options available to me and the relative risks associated with them. I feel they maintain a deep and current understanding of the market and are able to communicate the relevant matters accurately and clearly.
Nick
Analyse your information
Next, your planner will go away to analyse the information you provided and assess your current situation, determining what you must do to meet your goals. Depending on what services you require, this could include analysing assets, liabilities and cashflow, investments or tax strategies.
Present our recommendations
We will meet with you again to present our recommendations. They will address your goals based on the information you provided. We will go over the recommendations in detail and help you fully understand them so that you can make informed decisions.
I have had invaluable financial advice on my investments, pension and inheritance planning from Bridgewater for over 20 years. Chris has always been trustworthy, approachable, knowledgeable and given clear explanations to any questions. His friendly manner makes meetings/discussions with him a joy. I have no qualms in recommending his services.
Eric and Karen
Implement the recommendations
Once you’re happy with our recommendations, we will implement them on your behalf, keeping you informed at every stage. If necessary, we will liaise with other professionals such as lawyers, accountants or stockbrokers.
Ongoing review
Your goals and objectives are bound to change over time. If you choose to continue with our ongoing service, we will monitor the progress of our recommendations after implementation. We will meet with you annually to review your situation and adjust the recommendations if needed.