Our Investment process is centred around the goals, objectives and attitude to risk of each individual client. Preferences for Ethical Investments and Socially Responsible Investments are taken into account. Independent research is carried out on a bespoke basis for each client. We believe this is the only way to ensure best possible advice.
We follow a three step investment process;
Step 1-Initial Consultation
We offer all clients a free initial consultation to allow them to understand who we are, what we do, how we deliver services to clients and what costs may be involved.
The initial consultation allows us to build an understanding of your current situation and what you would like to achieve in the future.
We establish whether we can help you achieve your goals and add value to your future planning.
Step 2-Risk profiling, research and report
Where it is agreed that we can add value to a clients financial planning, we produce a report tailored to help each client achieve their personal goals and objectives. A written report is usually presented to the client at a face to face meeting.
This report may include;
Assessment of attitude to risk using state of the art risk profiler
Assessment of objectives
Review of existing investment and pension plans
Devise investment strategy
Independent research into the best plans and funds available in the market
Independent research into the best tax wrappers for your circumstances
Recommendation and personalized investment solutions report
Step 3-Implementation
Once the recommendation is fully understood, agreed with and approved by the client, we implement the recommendation by setting up any plans required or making amendments to existing plans. This may include
Application to provider
Completion of documentation
Processing of documentation
Issuing policy documentation
Completion of trust documentation
Fund switches on existing plans.
The Chatsworth Practice is a Trading name of The Chatsworth Practice Limited which is an appointed representative of 2 Plan Wealth Management Limited. It is authorized and regulated by the Financial Conduct Authority and is entered on the FCA register under reference 494796.
The Chatsworth Practice Ltd is registered in England and Wales registered number 05974782. Registered office 5th Floor, Waverley House, 115 – 119 Holdenhurst Road, Bournemouth, Dorset, United Kingdom, BH8 8DY