For new clients, the path to the most successful outcome has five steps:
No pressure, no obligation, no fee, just an opportunity to ensure you feel we’re a good fit. You tell us what you need, we’ll listen then revert with a plan for putting together a report and recommendations.
A more in-depth session. We’ll explore your attitude to investing, how you see your future, what lifestyle you prefer, what spending you anticipate and what existing pensions and investments you might have.
We analyse your preferences and goals and prepare our recommendations.
We will present our recommendations to you and when you’ve decided what you’d like to do, our implementation team will take care of all the details.
Our management service is responsive and proactive, making sure you stay on track. Whether you’re a hands-off investor and want us to keep hold of the reins, or you prefer to keep track of your own funds, with the added benefit of our advice, we’ll fit in with you.
Typically, we have a face to face meeting once a year, with a half yearly update at the six-month point. However if you’d rather receive written reports to go over in your own time, that’s perfectly fine too. We look at what’s working well and what may need adjusting. We check on any changes to your lifestyle plans, your current level of risk, how funds are performing, possible legislative changes and whether your investments are still aligned with your objectives.
Investment conditions are constantly changing so we watch the markets closely. If there is an issue that might affect you, we’ll be in touch - we won’t wait for the next review.
We will always explain and agree costs before we start any work for you. Transparency is as important to us as it is to you.
I’ve been working in financial services for over 34 years, helping clients to ensure the smooth implementation of any recommendations as well as helping to deliver a flawless ongoing service.
Our ethos has always been to treat clients as an extension of the family, I am delighted to be part of the team here with Jan and Joe at Robinson Rose where we share the same vision in delivering an exceptional service.
I am passionate about service delivery. Our clients are everything to us and we want them to be our greatest advocates as well. There is no greater compliment than a client that recommends our service to a friend or family member and part of my role is to make sure we give them every reason to.
It’s likely I’ll get in touch to make sure you’re happy from time to time. I always welcome any suggestions and feedback so that we know what is working and what could be improved. I can assure you that all feedback will be gratefully received and acted upon.
Thank you for choosing Robinson Rose Wealth Management and I look forward to working with you.
Lisa
Our friendly and accessible office behind Handforth Dean, easily accessible from Greater Manchester, Cheshire and beyond. Parking is available on site.
