Financial report

What is the financial report all about?

A financial report is part of our Clear Future Program specially designed for our millionaire clients. Once the financial analysis has been carried out we will send you a written report and recommendations to establish that we are working using the correct information and outlining my initial recommendations and the costs involved with regard to your financial planning.

What does the financial report contain?

The report contains the following documents:

• your personal financial statement
• analysis of your existing investment portfolio if required
• the projections from our financial planning software
• a brief written report explaining the issues around your financial planning
• my initial recommendations for action and the reasons for those recommendations
• outline the costs involved in proceeding with implementation of my recommendations

What are the benefits of a financial report?

The benefits are as follows:

• check the details on your financial statement
• get an understanding of your existing investments
• understand the implications of your current financial plan
• think about my initial recommendations to you before our next meeting
• obtain a good idea of the actual costs of implementing your financial plan

What happens after I receive the financial report?

Once the report has been sent to you we will call you to arrange another meeting to discuss the report, producing your financial plan and any action you wish to take to implement my financial advice.

Any questions regarding your financial report?

Please call us on 01582 839280 or Email us.