PRIVATE CLIENTS
We can provide help and advice in the following areas:
| Retirement Planning | Investing for Income or Growth | Estate Planning |
| Mortgages | Financial Protection | Lifetime Cash-flow Forecasting |
Over the years we have established a tried and tested formula for dealing with our clients. This process is as follows:
- Initial Meeting (free and without obligation)
- Second Meeting (to gather details of your current circumstances)
- Prioritise your needs and objectives and agree your attitude to investing
- Put forward our recommendations
- Agree how to proceed
- Implementation
We will undertake regular reviews of your circumstances to ensure that you remain on track, taking into account changes to your personal circumstances and the wider economy as a whole. At each review meeting, we will provide you with a Portfolio Report (click to see an example) which provides up to date details and values of all your savings, investments, pensions and other policies. If applicable, we will also provide an up to date Planning for Retirement Report (click to see an example) which analyses your expected income at retirement.
All of our recommendations will be explained in plain English without using jargon. We will explain all costs, charges, risks and any commission or fees that Harrold Financial Planning Limited are due to earn.