Client journey
Working towards your success
Clients come to MWA Financial Advice for many different reasons.
We take the time to understand what yours are. We approach financial planning holistically and acknowledge that we need to know your objectives – financially and personally – to be able to formulate the right plan for you.
Our client advice journey includes access to our personal finance portal which provides you up-to-date information on your personal financial situation, and an in-depth annual financial planning meeting with your financial adviser, to help you obtain your goals.
“My passion is helping clients to understand their current situation and the options available to them, so that we can build a financial plan to fulfil their objectives.”
Daniel Stansall, Advice Manager
Our client advice journey
1
Exploration meeting
During this free of charge and no obligation discussion with your adviser, you will get to know one another, we will listen to your situation and explain how we can support you.
2
Fact finding
During this second meeting, your adviser will take the time to ask you the right questions to enable us to prepare your bespoke financial plan. We will discuss your family unit, income, retirement plan, cashflow, assets, liability, debt, and attitude to risk. We will also spend time talking about your life goals and financial objectives.
3
Bespoke plan
Based on the information learnt about you, and using their financial expertise and knowledge, your adviser will formulate and present a bespoke financial plan that will guide you on your journey to financial success.
4
Moving you forward
Once you have signed off on your financial plan our team will start initiating action. This may include moving investments, making new ones, wills, combining pensions etc. You will then receive details to access your online client performance dashboard which will allow you to track how your money is performing.
5
Annual financial planning meeting
Each year we will meet to review your financial plan, ensuring you are meeting your goals and objectives. We will take into account the changes in your personal and financial circumstances and might change your plans accordingly. Our annual financial planning meeting is market leading – you’ll be in very safe hands.