Our Financial
Planning Process
Our Financial
Planning Process

Financial Planning should be a dynamic and interactive process between the client and adviser.

We recognise that during your lifetime your personal situation and aspirations will change and therefore, your financial plan will need to be able to adapt to these changes. Our comprehensive financial planning six stage process forms the foundation for our Wealth Management and Financial Advice services to ensure our advice continues to remain relevant and will provide a long-term benefit.

Initial Consultation

Stage 1:

Initial Consultation

We will meet with you to discuss your position and establish how we can help. During this meeting, which is at no cost to you, we provide you with an understanding of how Argentis can assist you.

We will only agree to act for you where we believe that we can add real value.

Your Current Position & Goals

Stage 2:

Your Current Position & Goals

We will then work with you to review your current financial position and aim to understand your goals for the future.

We will collect and assess the relevant information on your financial position to allow a detailed analysis.

Analysis

Stage 3:

Analysis

Following our discussions, we will analyse your current position and aim to determine the best strategy to allow you to realise your goals.

Recommendation

Stage 4:

Recommendation

We will provide a personalised report to clearly outline your financial position and present our recommendations. We will ensure you understand the options and are able to select the most suitable solution.

Implementation

Stage 5:

Implementation

Our private client services are built upon a comprehensive administration process to allow a smooth implementation of the recommended financial planning strategy, so you can be confident that your affairs will be looked after efficiently.

Review

Stage 6:

Review

The final stage of the process will be a review of your financial planning strategy to ensure it remains effective over time. Reviews should take place at least annually but can be more frequent, if required.