How we work
When we help you with your finances, you can be sure that we will conduct our business in a transparent and professional way. Below explains the steps involved in how we work with you to achieve the best outcome.
From initial meeting, completion of all administration and regular reviews, we are committed to helping you reach your financial goals at pace you are comfortable with.
Firstly, we get to know you, and what you want to achieve. The first consultation is free, and we can explain how we can help you and what you can expect from us. We will ask you to provide as much information as possible so we can ensure that any recommendation is specific to you. At this stage we will aim to provide you with the costs of our services so that you are clear before proceeding.
Following initial consultation we will begin our research and analysis. Considering options from the whole market, assessing how your current arrangements fit with your priorities. Whenever any investment recommendations are made our research will take account of our clients attitude and capacity for risk. Our clients goals and aspirations will always form a central part of any research that is carried out.
We will arrange a face to face meeting to explain our recommendations. You will be given a detailed report highlighting how the recommendation fits with your products and needs. We pride ourselves on explaining your personal recommendation, in Jargon free language so that you are fully engaged with what we are proposing to meet your goals.
We will take care of all administration involved in the implementation of our recommendations.
The cornerstone of our business is built on the long term relationships we have with our clients and providing holistic advice. We will agree the frequency of regular reviews and arrange meetings together with our clients. During these reviews we will provide performance updates, re-evaluate our clients goals and identify whether there are any personal, regulatory, fiscal and product provider changes that need to be accounted for. Where necessary, we may seek to make alternative recommendations to ensure that our clients remain on track to meet their goals. As a company we are fully committed at ensuring that we are continually up to date with all industry developments that may affect our clients to ensure that their interests are always protected.
“Roberts Keen helped me make an amendment to my mortgage. I found them very helpful and they were able to fully explain the complexity of my situation in an easy to understand way. They also were able to save me money on my life insurance.” Ms Griffiths, Swansea.
