Financial planning isn’t a one-time event, it’s a journey you take with a trusted advisor.
At Advent Financial Services, we provide investment management services for high net worth individuals and corporate clients alike, taking special care to tailor recommendations to meet their specific needs. This is done through the following steps: Consultation, Tailor a Plan, Execute, Review.
The consultation process entails an initial meeting where we review your existing finances, discuss your future goals and establish your risk/reward attitude. This is an early opportunity for both parties to get to know each other and allow us to establish your financial priorities whether that is pension or investment related .
The next step in our comprehensive service is to design a financial plan tailored to your specific needs. From information gathered from our consultation phase and risk profile, we can select the most effective investment vehicles from the market that can achieve your objectives.
The next step in our process is to discuss the plans designed for you. Any alterations can be made during this step to ensure you are fully satisfied with our tailored recommendation. We will manage the full implementation of the agreed investment strategy.
We continually review the plan we have designed for you, taking into account any changes in your circumstances. If we feel the plan needs adjusting in any way we will consult with you outlining our recommendations. This ensures your financial strategy is up to date and suitable to your requirements.