Financial Planning
Financial Planning
Our financial planners help people at all stages of life with their financial goals. There is no ‘one size fits all solution for financial planning – our service is personal to you. You may need one-off advice on a particular topic such as your retirement, or a comprehensive plan for your overall finances with ongoing support. You can work with us over the phone or meet us at your home, workplace, or local Evelyn Partners office. Explore our comprehensive list of Financial Planning options – from A full financial plan to Life-changing events – to discover how we can help you.
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Creation and definition of the client and financial planner relationship
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Collection of client data and records and needs assessment (determining the client’s needs, goals, and expectations)
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Evaluation and analysis of the client’s current financial position
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Development and presentation of the financial plan to the client
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Implementation of the financial plan and recommendations
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Monitoring and tracking the financial plan and how it is performing, and maintaining the client and financial planner relationship
