When it comes to your personal finances, we believe it’s important to be clear and transparent with what we do and how we work. We want you to have peace of mind.
We believe it is very important that we have a great relationship with our clients and gain an immediate understanding from day one.
That’s why we organise an initial meeting – either face-to-face or digitally via video – to allow us to understand your situation and consider how we can help you achieve your objectives. We do not charge any fees for this opening meeting.
Following this, we will send you a synopsis email (or letter, if you’d prefer) to summarise what was discussed and the next steps that need to be taken.
Once we have agreed on an initial plan through a bespoke financial report, we will meet again and confirm the agreed course of action for you. We will then implement your financial plans.
We believe that the best way of engaging with you is through the use of technology. As you would expect, we are fully GDPR compliant and make use of bank-level security through our portal. The Objective Wealth portal also allows us to securely share documents with you and provides you with visual access to your portfolio at a time to suit you.
Once you have engaged with Objective Wealth, we are on a financial journey together and we provide a schedule of the services to suit your requirements. For all of the information on what you can expect from us, please see our dedicated Services page.