You deserve a financial planner with depth of experience and a passion for personal service. Your financial future is our business, so we consider each client relationship to be a partnership and your prosperity and security to be our mutual goal.
Our five step consulting process takes people along a path of education allowing them to make informed choices regarding their financial future.
WHAT TO EXPECT
At Blenkhorn Kirkwood, you will have access to personalised service and highly skilled advisers who have both domestic and international wealth management experience which is delivered in a local and family operated setting.
Our professional promises
are that we will;
Be available;
we will answer your calls & return your emails.
Keep you informed.
Be positive & respectful.
Always follow up.
Care for our clients.
Take notice of the little things because they can mean a lot.
1.
PRE-APPOINTMENT CONTACT
To provide appropriate advice, we need to thoroughly understand your financial position. Prior to our meeting, it helps to gather all of your necessary information so that we can make the best use of our time together. We will send you a pre-appointment questionnaire and ask that you return that to us before the first meeting.
2.
INITIAL MEETING
This is known as our discovery meeting and is about looking at your needs, your goals, your current situation, your background, where you would like to be and what is important to you. If you are happy to go ahead, we will provide you with a formal Letter of Engagement.
3.
STRATEGY MEETING
Using the information from the discovery meeting and our experience as financial advisers, we analyse your situation, assess your goals and provide recommendations. These are then detailed in our written Financial Plan or Statement of Advice.
4.
IMPLEMENTATION
If you decide to go ahead with the recommendations in the Financial Plan or Statement of Advice, we will arrange for our recommendations to be implemented as detailed in the Statement of Advice.
5.
PROGRESS MEETINGS
It is important to keep your financial affairs up to date. The review sessions will take into account any changes in circumstances, as well as any changes to legislation and the market. We will tailor it to fit with your requirements and needs.
WE ARE LISTENING – LET’S CONNECT NOW
We want to inspire you, help you and guide you to feel financially secure and comfortable whilst enjoying the lifestyle you deserve and protecting the important things that matter - you and your family. We want to hear your story, interests and expectations.