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Your advice journey

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Expert planning for your financial future

We understand that engaging financial professional can be an uneasy process.

Finding the right adviser to help you manged your finances and money, someone you can trust, can be a difficult process. We therefore carefully designed a six-step introduction procedure to help you understand our services and the options available and so that we can understand your needs.

At each step, we will ensure you feel comfortable and well-informed, and you will always have time to reflect before making any decisions. You will be made fully aware of the charges and will not have to start paying anything until you are happy to proceed and have signed our Client Agreement Document and Service and Payment Agreement.

Step 1. Initial Meeting

The important first step in your financial planning journey with us. In a location convenient to you, this is a valuable opportunity to get to know us – and for us to get to know you. We will be happy to talk you through the journey ahead and how our services could help you meet your needs.

Step 2. The Data Gathering

During our financial data gathering, we will ask questions to learn more about your personal circumstances, your goals and aspirations, and your attitude to risk. With a good overview of where you are now, and where you want to get to, we will then begin to create a financial roadmap tailored to you.

Step 3. Research and Framework

Once we have a good understanding of your situation, we will talk you through the various ways in which we can help. We will work closely with you to agree any actions to be taken and prioritise them. We will then research the options and create a bespoke financial plan for you. With a clear strategy in mind, we will then book in your next meeting, which will focus on discussing our findings and recommendations.

Step 4. Our recommendations

We will now present a series of fully costed recommendations. This will be a carefully designed framework, created with input from our experts, to help you achieve your goals. We are confident that we can add value as your trusted financial partner.

Step 5. Implementation

Once you are happy with your next steps, we will take your instruction to get started. We will continue to be on-hand throughout the initiation process, if you have any questions and depending on the type of services you have chosen, you will receive regular updates that are clear and easy to understand.

Step 6. Keeping you on track

We have a post engagement process to provide an opening valuation report pack on the action taken, the plans implemented and the stages to come.

Our advised clients will then benefit from annual reviews, which we use to provide useful updates about how your investments and plans are performing. We will review your holdings to ensure that they remain appropriate for you and make changes, if needed, to keep you on track.

Our advised clients benefit from annual reviews, which we use to provide useful updates about how your investments and plans are performing. We’ll check that they remain appropriate for you and make changes, if needed, to keep you on track.
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WE ARE WITH YOU EVERY STEP OF THE WAY

We pride ourselves on our ability to build long term relationships with both our clients and their families. The majority of our clients have been with us for over 30 years, benefiting from consistency and stability, building a mutual and long term vision to achieve financial success and peace of mind.

P A Asset Management will help you build a financially secure future within a trusted environment. We share in your journey, constructing a sound financial framework, planning and developing as you move through the years, allowing you and your family to reap the benefits. Every step of the way, we will be there, helping you navigate the sometimes-bewildering financial landscape to ensure you stay on the right path to meet your objectives.

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30+
YEARS OF FINANCIAL EXPERTISE

We are independent financial advisers with a difference.

With over 30 years of experience, our role is to provide you and your family with the financial confidence to live life how you want to, now and in the future.

We will help and support you so that you can enjoy the here and now, happy that you know that you are on track to reach your future destination.

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OUR FINANCIAL ADVICE SERVICES

Our financial services are designed to put you at the heart of all we do and to determine the most effective way to achieve your goals. It is expert financial advice unique to you.
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Private Wealth

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Financial Planning

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Retirement Planning

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Inheritance Tax

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Investment Planning

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Protection Planning

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START YOUR JOURNEY WITH US TODAY

We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.

Get in touch
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WHAT OUR CUSTOMERS ARE SAYING

Happy clients are the bedrock of any business and ours is no exception.

Many thanks to the P A Asset Management team. They have consistently given us excellent service and quality advice. They have always been flexible and have tailored their service to our changing needs.

 

 

James Anderson (September 2023)

 

Having been an existing client of PA Asset Management since 2014, I am always pleased with how he simplifies what I consider to be quite complex matters.

 

 

Nick Peters (July 2023)