A Roadmap For Your Future
If you’re a business owner or senior professional with a long list of impressive achievements who nevertheless worries about money, you aren’t alone. What you need is a solid financial plan and a trusted financial planner to help you create it, which is where we come in.
As our client, you’ll be guided through a step-by-step method for producing a plan that reveals what you already have and details how to maximise it. With your dedicated planner by your side throughout, you’ll feel calm, secure, and in control.
How It Works
01
Establish
The first step will be to understand what your key financial concerns are, and to do this, you’ll be asked to complete a short, user-friendly online questionnaire.
This snapshot will give everyone involved a clear starting point, so we can begin to consider what your financial planning needs might be.
02
Gather
Once you’ve shared your financial priorities with us, we’ll look into your current position and gather information about the assets you hold.
Our team will contact the relevant providers and organisations without any input from you, so you won’t be asked to fill in anything else at this stage.
03
Analyse
Then it’ll be time for us to evaluate the strengths and weaknesses of your current financial circumstances, and how these align with your areas of concern.
Your dedicated financial planner will take into account both your current needs and future objectives when analysing your existing portfolio or accounts.
04
Develop
With the in-depth understanding we’ll now have of your finances, our experts will prepare and present your Chartered Capital LifeMap™, a comprehensive financial plan that’s personal to you.
Ideally, you’ll visit our office so we can show you your LifeMap™ in person, explain it in detail, and answer any queries you have.
05
Implement
If you agree with the recommendations in your LifeMap™, we’ll put them into action on your behalf, liaising with all the necessary providers.
As a team, we’ll handle any paperwork and administrative tasks for you, ensuring the right products and rates are implemented to help you achieve your objectives.
06
Review
Your plan will be designed to grow and change with you as you go through life, so together we’ll review it regularly to identify any changes needed.
Annual review meetings will be complemented with regular contact and monitoring, and bi-annual valuation reports that will detail how your investments are performing.
Meeting Your Needs
The Chartered Capital Approach
Our
Investment Philosophy
Placing your money under someone else’s care requires a huge degree of trust. To aid your decision, learn more about how we approach investing at
Chartered Capital.
Sustainability
Investing can make a difference to your wealth and the wider world in equal measure when carried out correctly. Learn how we can help you to develop a portfolio that meets key environmental, societal, and governance (ESG) principles without compromising on performance.
In Their Own Words
Our Clients Speak
What Clients Say
Not only did Diarmuid help me put together an easily understood investment / retirement plan, but equally importantly for me, he chased up all the loose ends to make sure the plans were executed in a timely manner - not my strong point!
