AIWM Discovery Process

AIWM Discovery Process™

Getting to know you, what is important to you and making sure our service is right for you.

Right Fit Conversation™

An introductory discussion to establish what your key objectives are, what assets you have available to you and to answer any immediate questions you may have about us and our methods of working.

Completion of Lifetime Focuser™

We will send you ahead of our AIWM Discover Meeting™ a detailed questionnaire for you to complete and return to us. We will ask you to begin pulling together a range of paperwork that will be required. As well as gathering “hard facts”, the questionnaire is designed to begin to get you thinking about the things that are most important in your life, how you wish to shape your financial future and what resources may be available to you to meet with your objectives. It gives us a starting point, and basis for your AIWM Discovery Meeting™

AIWM Discovery Meeting™

This is where we begin to explore things in a little more detail, to dig deeper into what concerns you, how you have dealt with finances in the past, what motivations you have and how you want your future to be. We will look in detail at your immediate, medium and long term objectives and will help you to quantify and gain clarity over these. We will sometimes ask probing questions; we will listen carefully and answer any question you may have.

If we agree to work together, we will layout our process for you, agree the cost of this work and will ask you to sign formal papers to instruct us to work on your behalf. We will also undertake formal identity checks and will seek an initial Planning Fee payment from you.

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Learning

 

During and after the initial meeting we will look to establish what is important to you and what your key objectives are. Once we have this information, along with some hard facts about yourself, we will then move onto our research and production.

Research & Production

 

Throughout this phase we will conduct our research on your arrangement and begin to bring your financial plan together. It is the longest of our preliminary stages as it requires the most information and thought.

Presentation


Here we will present you with your completed Integrated Wealth Management Plan™. It will contain your objectives, our recommendations and other reports that we have drawn up. After presentation you will have the option to meet with Ian to discuss the plan and ask any questions that you may have.

Integrated Financial Planning

All of us have things that we would like to achieve in our lives, whether two, five or ten years down the line, or perhaps we may want to leave a legacy of some kind. But in order to realise these dreams, we need to be both focused and financially organised. 

Wealth Management



Our team of experts will provide you with a high-level professional service, taking a holistic approach in co-ordinating all areas of financial management, planning and investment advice, to ensure your wealth is always working for you.

Testimonials



At Affinity Integrated Wealth Management we always encourage feedback from our clients as their opinions on our work are of paramount importance to us. Please take a look at our testimonials page to read some of the comments that we have received.