Home How we Work Wealth Management Lifetime Financial Planning Investment Management Pension Management Our People Our Company Contact Us Case Studies Resources Login Download Brochure Download Newsletter Introductory Video

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: Determine your current financial circumstances Establish your financial and lifetime goals Assess your attitude to risk and loss Agree financial planning assumptions together There is no charge for this or commitment on either side. 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: Your needs and aspirations Asset allocation strategy for your core investment portfolio Your attitude to risk Savings & investment planning Timescales required to achieve your process Utilising tax efficient investments Lifetime cash flow analysis & modelling Retirement planning Strategies for achieving financial independence Financial risk management and insurance Analysis of your individual investment risk profile Catastrophe planning 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: Arranging investments Arranging pension schemes Arranging insurance Arranging annuities 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: A complete review of your financial strategy An updated cash flow forecast An updated financial analysis In addition to your annual review meetings, as an ongoing client of ours you will receive: Unlimited telephone and email contact with our staff Face to face meetings as required Strategic updates to your accountant and any other professional adviser, supplying end of year tax information (as required) Taxation planning in conjunction with your accountant and other taxation advisers Recommendation of suitable professionals as other needs arise Design and construction of a suitable portfolio Portfolio management, including rebalancing of asset allocation to benchmark Pension advice and reviews Inheritance tax & estate planning service, including advice on existing policy trusts and arranging new policy trusts 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.   Links Press enquires Contact us sitemap Holland Hahn & Wills is authorised and regulated by the Financial Services Authority. © Holland Hahn & Wills 2009. All rights reserved.