In order to assist in understanding our advice process, we describe it in 3 stages as follows:
In order to provide a complete approach when advising our clients, we gather all specific financial information, which includes Bank/Building Society Accounts, Debt profile (inclusive of loans and credit cards) and Estate valuations.
We operate market leading Client Management software which enables us to provide ‘pure’ information support to all our members.
On a quarterly basis, you will receive a report summarising your investment position, plus market comment from our in-house analyst advising on current trends.
We pro-actively communicate Industry information, legislation changes and planning tips via separate newsletters and client targeted e-mails.
Once Stage 1 is completed, we will conduct a comprehensive review meeting for you. During this we will assist you with setting or managing financial strategies, formalising objectives and goals and discussing planning ideas and options. For new members, we always start with an analysis of existing planning.
After this review we provide an in depth follow-up letter, with client specific recommendations based on the discussions at the review meeting. This follow-up will be used as the basis for future review meetings, dependent on the agreed actions.
Please note, that at this stage, it may be necessary to supply specialist reporting for particular areas of planning, so that you can understand the options open to you.
Dependent on your response to the follow-up, we will assist in putting in place the recommendations.
At all times, you will decide what to deal with as a priority and MAC Financial will provide a suitable update on how this affects your financial strategies.