Waveney McKenna

At Waveney McKenna our approach to Financial Planning is to meet with you to help you to  organise your current financial situation and discover your financial goals. We look to obtain detailed information to establish where you currently stand financially, and how you would like to be positioned to cope with future lifetime events. We also work closely with other professionals to ensure that all recommendations are implemented to high standards.

A risk assessment is carried out to ascertain your capacity for investment losses as well as your requirement for investment returns to meet your objectives. Your commitment is obtained during this meeting in order for a financial report to be prepared. A separate fee for the advice in this report is payable which depends on the complexity of your circumstances.

A Financial Plan need not be complex; it is often possible and desirable to simplify your planning without compromising (and even enhancing) your diversification. This is important and you should not expect to spend a significant proportion of your time worrying about the administration and tax consequences of your financial planning. This time could be better spent elsewhere.

A full report is provided with a view to restructuring your planning where possible to meet your future and current requirements. At this time your commitment is obtained to progress to the implementation stage of your planning. You should now be ready to commence the implementation process. The strategy outlined in your report is now placed in force over an agreed timescale.

Depending on the agreed level of service, we continue to act on your behalf to provide regular updates on your financial situation, and investment proposition. You should ensure that you contact us to arrange these review sessions on a regular basis which will be dependent on your individual situation.

This Financial Planning Proposition offers a defined process to meet your needs both now and as they change.

Please go to the DOWNLOADS section of our website to download our Guide to Financial Planning or Contact Us for more information.