Working Together

Compatibility and Value Discovery

This is an informal meeting, at our expense, which provides a relaxed opportunity for both parties to get to know one another.

Financial Life Discovery

If we agree to work together, the next step is to invite you back to our office for your ‘Financial Life Discovery’ meeting.

WealthSense™ Planning Meeting

The next step, once we have completed our extensive background work, is your first full planning meeting, which is interactive, engaging and enlightening.

InvestmentSense™ Planning Meeting

We dedicate a separate meeting to discuss the details of your investment strategy, as it is such a central and important element of your wealth planning.

Strategy Implementation

Real progress towards your objectives and a simpler, more organised financial life really begins once appropriate action is taken.

WealthSense™ Annual Planning and Progress Meetings

We believe in planning rather than ‘review’ meetings, because you need to understand where you are and where you’re heading, rather than where you’ve been.

Regulatory Oversight and Protection

A brief note on the regulatory oversight and protection you receive as a client of Chamberlyns.