On Purpose Implementation

On Purpose Implementation™

Making it all happen; dealing with the paperwork and putting the structure in place.

Depending on the nature of the work we are undertaking, the conclusions drawn and the actions agreed, we will work with you on implementing your initial On Purpose Action Plan™.
This may encompass:

• Opening various trading facilities, tax wrappers and accounts for you.
• Preparing and submitting financial product applications.
• Preparing and submitting legal documentation instructions.
• Processing various paperwork and dealing with
       - Trustees
       - Administrators
       - Financial companies and other professionals on your behalf.
• The transfer of monies from one provider to another.
• The opening of new banking facilities.
• The construction and establishment of your investment portfolio(s).
• The setting up of online access facilities.
• Undertaking additional identity checks, database management and regulatory reporting.
• Updating Lifetime Cash Flow modelling and other software.
• Documentation and compliance audits.

It can often take a couple of months to complete this initial On Purpose Implementation™.

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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.