FINANCIAL PLANNING
A financial planning service for private clients, small to medium sized enterprises, trusts, offshore bonds and pension schemes such as SSASs and SIPPs.
Financial Planning establishes the architecture around your life that encompasses your wealth and income. Recognising your character, ambitions and goals is paramount and allows for the correct structures to be put in place to help achieve those objectives.
The service includes:
FINANCIAL PLANNING PROCESS
Financial Planning is an integral part of robust, customised, whole of life and next generation investment planning. The service and approach assists in creating flexibility, tax efficiency and monitoring of costs, whilst helping to achieve your objectives.
Our planning process is designed to coordinate all the necessary elements for you to manage your investments, pensions and life assurance matters in the future.
The information gathered during the fact finding process is analysed taking into consideration your objectives and additional information from existing investment providers.
Having established and agreed the most appropriate strategy to meet your objectives, we move to the implementation stage of the process and complete the documentation necessary to deliver the bespoke solutions.
Existing retained investments with Life Assurance and Pension providers can be placed on our technologically proven, secure, integrated system for ongoing monitoring. Adaptations can be implemented from our hub administration system to meet your evolving objectives, as discussed with us during our regular meetings.
The service includes:
- Regular face-to-face meetings. This is no less than once a year.
- Communication on changes to pensions, investments and tax that are relevant to you.
- Bi-annual review of your investments and products.
- Liaising with your Investment Manager, Solicitor, Accountant and other involved parties as required.
- Producing personalised recommendations to meet your objectives over the short, medium and longer term.
- Succession planning so that wealth cascades to the next generation tax efficiently and at the right time.
FINANCIAL PLANNING PROCESS
Financial Planning is an integral part of robust, customised, whole of life and next generation investment planning. The service and approach assists in creating flexibility, tax efficiency and monitoring of costs, whilst helping to achieve your objectives.
Our planning process is designed to coordinate all the necessary elements for you to manage your investments, pensions and life assurance matters in the future.
The information gathered during the fact finding process is analysed taking into consideration your objectives and additional information from existing investment providers.
Having established and agreed the most appropriate strategy to meet your objectives, we move to the implementation stage of the process and complete the documentation necessary to deliver the bespoke solutions.
Existing retained investments with Life Assurance and Pension providers can be placed on our technologically proven, secure, integrated system for ongoing monitoring. Adaptations can be implemented from our hub administration system to meet your evolving objectives, as discussed with us during our regular meetings.
Issued by Mosaic Money Management. Mosaic Money Management is a trade name of Raymond James Investment
Services Ltd (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and
is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No.
3779657. Registered Office Ropemaker Place, 25 Ropemaker Street, London EC2Y 9LY.
