img

Blythe Financial Leaders in Wealth Management

       

Advice Process

INITIAL-MEETING

 

xDISCOVERY
We will take the time to understand your current circumstances and future objectives,
which may include discussing your existing policies, pensions, ambitions, lifetime goals and aspirations.

xANALYSIS
Here we assess your Key Considerations and Risk Profile, this ensures that any recommendation
we make, suits your objectives, circumstances and risk profile 100% and is bespoke to you and your needs.

xDEVELOPMENT
Potential Solutions are investigated further (where required) which is followed by a comprehensive
and confidential Recommendation Report for your consideration.

xIMPLEMENTATION
Assisting you, where required and applicable, to establish your investment, pension and finance facility
or a combination of the above as below:

 

Investment: Create your own suitable investment account, which could be a collective investment account, whether or not to utilise a portfolio bond,
processing the well diversified portfolio across all asset classes and scheduling your next review.

 

Pension: create your own Self Invested Pension Plan – sometimes by QROPS transfer, whether or not to utilise a portfolio bond, processing the well
diversified portfolio across all asset classes and scheduling your next review.

 

Finance Facility/Debt: Securing agreement in principle, assistance with the application process, arranging valuation, securing the offer letter,
instruction your advocate, managing the draw down and

x
REGULAR REVIEW
We commit to regular face to face reviews, during which time our consultants frequently monitor
the worlds developments and ever changing marketplace and our Investment Committee meets
monthly to review and discuss the changing landscapes in asset classes, diversification and the
wider macro economic factors that may affect your investments.

x
INITIAL MEETING
We offer you a free initial meeting in our relaxed yet professional environment in order for
us to get to know each other in order to provide you with the confidence you need, to know
you are in safe hands.

Back to Top