Our Process

Our Process

Allen Charlton Wealth Management follow a carefully crafted financial planning process, as detailed below, to ensure we understand our clients requirements and therefore can deliver meaningful solutions that are achievable and relevant to our clients individual circumstances.

Step One: Our Initial Engagement:
An introductory meeting at our expense, where we fully explain how our services work, identify your primary objectives and answer any questions. We will discuss how as a firm we are remunerated for our advice and services. This gives you the opportunity to evaluate whether we are the correct firm to assist you moving forward.
Step Two: The Fact Find.
During these meetings we will start to get to fully understand your current situation and your future financial planning objectives, so we can start to construct and develop your bespoke goals.
Step Three: Research and Analysis:
This is where we start to develop your Personal Financial Plan. We do this by covering a series of critical steps:

       -     Firmly clarified financial objectives
       -     Understanding of your key considerations
       -     Assessing your attitude to risk
       -     Undertaking the required research and comparative analysis
       -     Maximising tax efficiencies
       -     Defining the potential benefits
       -     Analysing and quantifying all the potential solutions
Step Four: Presentation of Recommendations.
During this meeting we will deliver your personal Financial Plan designed specifically for you and we will present our realistic recommendations designed to achieve your identified goals.
Step Five: Implementation.
Once you fully understand your plan and our recommendations we will transact the advice on your behalf, putting the plan into action.
Step Six: Ongoing Service and Relationship.
Our ongoing review service follows the seven critical steps covered in the research and analysis stage. This ensures as a firm we maintain your financial plan, to meet your changing future requirements, in line with your attitude to risk and any changes in your circumstances.

Allen Charlton Wealth Management Ltd is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority.

Allen Charlton Wealth Management Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 586054.

Registered in England and Wales under reference 8141709.

Registered office address

Allen Charlton Wealth Management Ltd
King Business Centre
Reeds Lane
Sayers Common
West Sussex
Tel : 01273 833 131
Fax : 01273 832 388