Approach
The process we go through with you as a Kesbridge client is an invaluable opportunity for you to clarify your objectives with regards to your wealth, how you want to maintain and enhance it during your lifetime and, in the longer term, what plans you wish to make for its transfer to your beneficiaries.
The wealth planning process:
It is essential to understand that investments are a long term process. We constantly monitor and review the quality of service you are receiving and the performance of your investment strategy.
Monitoring
Step 4
Step 3
Execution
We will take responsibility for all applications and paperwork, ensuring that the required timescales are strictly adhered to, and that everything flows as smoothly as possible.
Step 2
Assessing the most suitable solution
Based on your profile, we create a tailored wealth management strategy. This includes investment design, risk management, and structuring solutions to ensure your objectives are met within acceptable parameters.
GeTTING TO KNOW YOU
The process provides us with a clear understanding of your objectives, which will be reviewed at regular intervals. It also enables us to create the tailor-made solutions that match your requirements, ambitions and needs.
Step 1