1

Plan

Achieving your goals and ambitions starts with an effective plan – especially so if it involves making decisions about what to do with your money. At Dodd Wealthcare we try to make the planning process as relevant to your circumstances as possible and it’s the ideal way for us to get to know each other.

We need to explore your financial hopes and dreams and understand how your income is generated and spent. We also need to know your attitude to risk and what plans you may already have in place in respect of savings and investments.

Once we’ve agreed a plan we will use our expertise as independent financial advisers to assess which products and providers would best serve your needs, both now and in the future. Our report will contain our recommendations and all the information you need to make informed decisions.

2

Implement

Once you’ve had time to consider our report and recommendations in detail, we can then proceed to implement your plan. We’ll assist you at every stage and will liaise with your chosen providers to ensure forms and transactions are completed as smoothly as possible.

3

Review & Maintain

Preserving your hard earned wealth is crucial to the concept of the Wealthcare Cycle and demands high levels of care and attention. A key part of our Review & Maintenance service is to monitor those plans and ensure they are implemented in the best way possible.

The review process provides the opportunity to meet face to face with your adviser at least once a year to revisit your goals and personal circumstances and discuss your on-going requirements. We are aware that people’s lives can change and we need to make sure that your financial plans can adapt and change accordingly.