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The Bespoke Financial Plan


Step-by-Step

1. Establish your personal life goals - we seek to understand you and your aspirations. We explore what you want out of life, what you want for you and your family and what the likely financial implications of these objectives are both now and in the future?

2. Gather data - we establish precisely your current position and how financial decisions you have taken in the past have impacted on your current and future arrangements.

3. Analyse data - are your current plans and investments able to meet your aspirations? Do they still meet with your current objectives, attitude to risk and personal taxation position? If not, what actions are required?

4. Prepare the bespoke financial plan - we design a personalised plan encompassing the aspirations and objectives you have shared with us. The plan will consider in detail where you are now, where you wish to be and provide specific recommendations on how to get there.

5. Implement the plan - having first agreed on any recommendations made, the next step is to implement these. This will normally consist of the completion of relevant paperwork with full assistance provided by our professional and qualified advisers.

6. 10 Point health/wealth review - your circumstances will change, markets rarely stand still, tax laws alter and new opportunities continually arise. For these reasons we believe that it is imperative that a review is undertaken each year.

To speak to a qualified financial adviser, call 01702 344909

To ensure we carry out your instructions accurately, to help us to continually improve our service

and in the interest of security, we will record and may monitor your communications with us.

Dukes Financial Planning LLP is authorised and regulated by the Financial Conduct Authority

Registered in England and Wales no. oc321474
Registered address: Abacus House, 68a North Street, Romford, Essex, RM1 1DA