Your DEEP Financial Journey
We discover all relevant personal and financial details about you this allows us to accurately assess your overall financial situation. We identify your goals and objectives to formalise an overall strategy. If this involves investing, central to the strategy will be your ‘risk profile’ as it is your attitude to risk that will principally determine the investments we recommend to you.
We analyse your current financial position which often includes research and analysis on existing investments and pensions, we do this by asking for authority from you to speak with your current providers allowing us to assess current risk, costs and charges verses performance and flexibility to match your needs, from this we create an action plan.
Our recommended plan is discussed with you in detail, confirming your needs and objectives highlighting any shortfalls and remedies. We then upon your agreement implement all documentation and explain the process and timescales of our recommendations.
Throughout life your circumstances and needs will change, any investment portfolio you put in place today needs to be continually reviewed to ensure it remains suitable for achieving your financial goals at Darwin we will agree with a regular service review with you. We tailor this ongoing review process around your preferences, some clients prefer a face to face annual or six-monthly review, others prefer a quick round up on the phone. We are also here for you at any time when you need us.