Investment Process

Investment Process

Our Investment process is centered around the goals, objectives and attitude to risk of each individual client. 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.

. Investment Advice

No obligation Financial Review

Feel free to contact us to discuss your enquiry and if appropriate arrange an initial meeting at your home or one of several offices in the South of England.

The Chatsworth Practice Ltd
01202 233297
info@cha-p.co.uk

Head Office: 23 Hinton Road, Bournemouth, BH1 2EF


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The Chatsworth Practice Ltd adheres to and subscribes to the Financial Ombudsman Service. For full details of their service click here or contact us for further information.

The Chatsworth Practice Ltd is an appointed representative of Sanlam Partnerships Limited which is authorised and regulated by the Financial Conduct Authority under number 563682.

The Chatsworth Practice Ltd is registered in England and Wales registered number 05974782. Registered office 6th Floor, Dean Park House, Dean Park Crescent, Bournemouth, BH1 1HP

Some aspects of inheritance tax planning and trust planning are not regulated by the Financial Conduct Authority (FCA).

Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. The firm is not responsible for the content of external links. The content is aimed at UK residents.