When you engage the services of TOPS, you’re dealing with a team that is completely committed to providing you with professional and expert advice and personalised strategies to help you achieve your goals.
Our clients are individual people with individual needs and as such, we provide them with individual solutions. Our standard of service is second to none and by working in conjunction with you our goal is to not only to create financial freedom for you for today but also long into the future.
Steps for our planning service are outlined below:
At our initial meeting, we will share information about the services we provide and our investment philosophy, we will learn about you and your current financial situation.
Next, we work together to ensure we fully under what you are looking to achieve and they things that are important to you. This is the information we’ll use to create your financial plan.
- Assess your finances
Our information gathering session will also involve us gaining a greater understanding of your existing financial position. This discussion will look at your assets, investments, liabilities and relevant financial circumstances.
- Financial plan
Next, we will recommend an appropriate plan and discuss any points you are unclear about.
- Implementing your plan
Once you’re happy with our recommendations we will activate the plan enlisting the professional services of solicitors and/or accounts if necessary.
As finances, goals and individual situations change it’s important to review your plan to ensure that it still works for you and your situation. New opportunities and threats can emerge at any time, so it’s essential that you’re aware of any changes you need to make when they do.