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Absolute financial planning, “a more responsible approach.”

Absolute financial planning, “a more responsible approach.”

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Absolute financial planning, “a more responsible approach.”

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  1. Absolute financial planning,“a more responsible approach.” Absolute Financial Planning 4 Dentists are trading styles of Squirrel Wealth Limited and Squirrel Wealth Management Ltd. Squirrel Wealth Ltd is an appointed representative of Intrinsic Wealth Management. Intrinsic Wealth Management Is a trading style of Intrinsic Financial Planning Limited which is authorised and regulated by the Financial Services Authority. Squirrel Wealth Management Ltd is an appointed representative of Squirrel Financial Management Ltd which is authorisedand regulated by the Financial Services Authority.

  2. Agenda • About Absolute Financial Planning 4 Dentists. • A Typical Situation. • Our Approach. • The Wealth Management Programme. • Our Fees.

  3. About: • One of the West Midland’s leading financial management businesses. • Specialist understanding of the needs of the Dental profession. • From dental school to retirement. • Many of our new clients are referred by existing, satisfied customers.

  4. About: • Consultants: • financial planning. • tax & business planning. • Research team : • up-to-date market analysis. • selection of suitable product. • Client Care team: • day to day administration. • contact point for queries. • Over 500 years experience: • organised to create and protect your wealth.

  5. A typical situation: • Disorganised...... • Financial affairs neglected: • product purchases not coordinated. • duplications and omissions. • Documentation & paperwork: • piled up in a corner. • stored in the back of a cupboard. • filed in a box somewhere. • Financial decisions: • unrelated to main objectives. • not reviewed regularly.

  6. A typical situation: • The bicycle thing...

  7. Our approach: • 5 step process...

  8. Our approach: • Understand...

  9. ? ?     Our approach: • 2. Organise... Protection Debt Management  Tax Planning Savings & Investments Retirement Planning Wills/ Estate Planning

  10. Our approach: • 3 & 4. Plan & prioritise ... Protection 1. ? Savings & Investments 2.? Tax Planning 3.? Retirement Planning 4. ? Wills & Estate Planning 5.? Business planning and finance 6.? Debt Management

  11. Our approach: • 5. Review ... Annual Birthday Review

  12. Our approach: • That bicycle again ...

  13. Mainstream products: • Our foundation is mainstream investment, protection and pensions. • The UK’s leading providers. • We research these products across the whole market. • Identifying suitable solutions for our clients. • But we constantly search for new solutions. • To add real value...

  14. Added value solutions: We work closely with other complementary advisers such as: • Solicitors. • Accountants. • Dental estate agencies. • Specialist recruitment agencies.

  15. Wealth Management:

  16. In other words:

  17. Wealth Management:

  18. Wealth Management:

  19. Our Fees: • Three levels of client service: • Absolute. • Oak. • Acorn. • Client risk profile questionnaires for all levels. • Whole of market. • Platform if appropriate.

  20. Our Fees: • Absolute Service: • Individual Financial Plan Fee of up to £1,750. • Implementation Fee of up to 4%. • Client & Portfolio Management Service Fee of 1%. • Oak Service: • Implementation Fee of up to 4%. • Client & Portfolio Management Service Fee of 1%. • Acorn Service: • Implementation Fee of up to 4%. • Annual Oversight Fee of 0.5%.

  21. Added value solutions: • Although mainstream solutions are at the core. • Also have access to the latest financial developments. • Research & analysis identifies the latest financial products and services. • This way we can offer tailored solutions to our clients.

  22. In Summary: • ‘Holistic financial planning’ available under our Absolute Service. • Specialist understanding of the Dental sector. • Long term relationships. • Differentiates us from many. • Existing, satisfied customers refer us to new clients. • It’s how we provide “Financial planning with a more responsible approach”.

  23. Absolute financial planning, “a more responsible approach.” Absolute Financial Planning 4 Dentists are trading styles of Squirrel Wealth Limited and Squirrel Wealth Management Ltd. Squirrel Wealth Ltd is an appointed representative of Intrinsic Wealth Management. Intrinsic Wealth Management Is a trading style of Intrinsic Financial Planning Limited which is authorised and regulated by the Financial Services Authority. Squirrel Wealth Management Ltd is an appointed representative of Squirrel Financial Management Ltd which is authorisedand regulated by the Financial Services Authority.

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