Discovery

discoveryOur clients don’t tend to have financial goals, but rather have life goals and aspirations that have financial implications.

As part of our Discovery process, we will work with you to help clarify and prioritise your life goals, which can be used as the basis of all your financial decision making.

We will also gather more detailed information about your assets, liabilities, income and tax history.  Our team will use this to assess any areas of your financial planning that can be improved as well as looking at your current arrangements and whether they are on track to achieve your life goals.

An important part of this meeting will involve understanding your attitude towards risks and investments.  This will help us establish whether your current plans match your risk profile, as well as guiding us on suitable future investment opportunities.

 

 

The value of your investment can go down as well as up and you may get back less than you have invested.

The Financial Conduct Authority does not regulate taxation advice.

Delaunay Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (806635). Registered in the UK at: Wey Court West, Union Road, Farnham, Surrey, GU9 7PT. Company Registration Number: 08107472 The Financial Conduct Authority does not regulate taxation and trust advice and employee benefits.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR www.financial-ombudsman.org.uk

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