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Introductory Video


 
Chartered Financial Planners, Kingston, Surrey, London

How we work: Listening to your needs

To give you the right kind of Wealth Management advice we’ll need to find out a bit about you: your needs, ambitions and lifestyle. We’ll do this during our first meeting.

During our subsequent meetings we’ll talk about your financial plan and investment strategy with you in detail. And we’ll put a series of review meetings in place so we can discuss your portfolio with you on a regular basis.

We’re happy to work with your accountant, solicitor or other professionals and can supply end of year taxation details or other information as appropriate.

First meeting: Information Gathering

At this initial meeting we'll establish your needs and identify ways in which we can help. We'll compile a full financial picture of you and discuss your future objectives and requirements, in depth. This enables us to:

Holland Hahn and Wills Determine your current financial circumstances
Holland Hahn and Wills Establish your financial and lifetime goals
Holland Hahn and Wills Assess your attitude to risk and loss
Holland Hahn and Wills Agree financial planning assumptions together


There is no charge for this or commitment on either side.

Holland Hahn & Wills - Our Process

Second meeting: Lifetime Financial Plan and Investment Management

At this meeting we'll present you with your detailed lifetime financial plan and investment strategy. It is based on what we learned about you at our previous meeting. Topics covered include:

Holland Hahn and Wills
Your needs and aspirations Holland Hahn and Wills Asset allocation strategy for your core investment portfolio
Holland Hahn and Wills Your attitude to risk Holland Hahn and Wills Savings & investment planning
Holland Hahn and Wills Timescales required to achieve your process Holland Hahn and Wills Utilising tax efficient investments
Holland Hahn and Wills Lifetime cash flow analysis & modelling Holland Hahn and Wills Retirement planning
Holland Hahn and Wills Strategies for achieving financial independence Holland Hahn and Wills Financial risk management and insurance
Holland Hahn and Wills Analysis of your individual investment risk profile Holland Hahn and Wills Catastrophe planning
Holland Hahn and Wills An explanation of our investment process

Financial planning is a dynamic process due to its detailed nature. We maintain close relationships with our clients throughout, keeping you informed of our progress. This involves various meetings, telephone conversations, emails etc. as required.

Third meeting: Strategy Implementation

It’s now that we'll answer any questions or concerns you may have about your strategy. We can also help you to implement our recommended planning solutions if you want us to, although this is not mandatory. This aspect of our service may involve:

Holland Hahn and Wills Arranging investments
Holland Hahn and Wills Arranging pension schemes
Holland Hahn and Wills Arranging insurance
Holland Hahn and Wills Arranging annuities
Holland Hahn and Wills Arranging trusts & tax planning solutions

Fourth meeting: Follow-up review

The first follow-up enables us to review progress to date and consider any fine tuning or additional action plans. We'll also set up your regular review dates.

Regular reviews: Ongoing Planning service

We believe that in order to maximise the chances of achieving and maintaining financial independence it will be necessary to take numerous actions over many years. We also believe that it is this process of continual improvement, compounded over time that will bring the greatest benefit to your finances. Therefore, our service is based around you receiving ongoing guidance, support and planning services.

As part of the service, we hold an annual planning meeting to reassess your financial plan as your life circumstances change, which will include:

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A complete review of your financial strategy
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An updated cash flow forecast
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An updated financial analysis

In addition to your annual review meetings, as an ongoing client of ours you will receive:

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Unlimited telephone and email contact with our staff
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Face to face meetings as required
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Strategic updates to your accountant and any other professional adviser, supplying end of year tax information (as required)
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Taxation planning in conjunction with your accountant and other taxation advisers
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Recommendation of suitable professionals as other needs arise
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Design and construction of a suitable portfolio
Holland Hahn and Wills
Portfolio management, including rebalancing of asset allocation to benchmark
Holland Hahn and Wills
Pension advice and reviews
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Inheritance tax & estate planning service, including advice on existing policy trusts and arranging new policy trusts
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Phone calls & emails returned within 24 hours

If you need financial advice or you’d like to discuss our investment management services please call us on 020 8943 9229.

 

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Simon Ainley (CFP) , Jason Luire (CFP)
Holland Hahn & Wills is authorised and regulated by the Financial Services Authority. © Holland Hahn & Wills 2009. All rights reserved.