About Our Advice
Helping you secure your financial future
Planning for your financial future should be a positive
experience. By taking control you increase the likelihood that you
will achieve your financial goals. That's where Unac West End Group
can help. Our first meeting is obligation free with no pressure to
sign up on the day.
We start by learning more about you; where you are now, where
you want to be and what your plans are along the way. We also
discuss why you are seeking advice in the first place. This will
guide us on how we can best support you.
From here we discuss options and ask questions to get more
details where necessary. Most of our new clients come as referrals
from our existing clients and business partners so you may already
know a little about our service. However we'll explain our
services, our advice process and our fees as well as answer any
questions you might have in that first meeting.
Once you've decided you would like to go ahead we will develop a
financial plan based on our initial discussions. This Statement of
Advice explains our recommendations, why we are making them, how
they will benefit you and any costs you will incur. Together we
discuss this and any changes that you may want to make.
Our team will then work with you to put our advice into action
and then follow up to ensure that everything is implemented
correctly. Of course you will be updated regularly and we are
always available to answer any questions you might have along the
way.
We offer all clients an ongoing review service.
To ensure that your plan remains relevant it needs to be
regularly monitored and adapted as your needs and goals change.
There are also regular updates to legislation and the ever-changing
landscape of investment markets to take into account.
As well as regular market updates and liquidity monitoring your
ongoing review service includes online access to your investments
(where available) and recommendations due to legislative, budgetary
and economic changes. Your adviser will discuss this with you in
more detail in your initial meeting.
To find out more about how we can help you secure your financial
future click here to
contact us or make an appointment.