WEALTH MANAGEMENT

How Can We Help?

Wealth planning is at the core of what we do. Your adviser will look at every aspect of your financial situation to ensure that your assets are working for you and that you are on track to achieve your desired aims, objectives & lifestyle.

 Your personalised package will include a bespoke sequence of recommendations to build and maximise your wealth, as well as addressing any risks, shortfalls or tax traps.

We understand that each client is different. At Just Financial Group Ltd we believe that one size does not fit all. Your financial plan will be tailor-made, especially for you, combining our investment and planning expertise with your goals, objectives and preferences.

In order to implement this advice, we have a six-step process:

STEP
01

Initial Consultation

Our first meeting is all about you.

Our Agenda: To get a clear understanding of you, your circumstances, aims & objectives and to establish if we can help you and the best way to proceed.

Your Agenda: To ask as many questions as you may have about us, our proposition, services or anything that you are not sure about. 

STEP
02

Making sure we know you

Preparation is everything. To give you the best advice, we will gather all information relevant to your financial situation. Some of this will be requested directly from you, but we may also ask for permission to contact your investment providers and other professionals, such as your accountant or solicitor.

STEP
03

Research & Analysis

Once we are clear on where you are and where you would like to be, the next step is to work out how to get there. We will conduct an in-depth analysis and conduct research to look at the market for the best solution for you, balancing cost, risk, performance and tax efficiency as few of the many parameters. 

STEP
04

Financial plan & presentation

Your adviser will present your plan in a clear & concise manner, laying out the recommendations, explaining the rationale behind it and most importantly answering all possible questions you may have.

STEP
05

Implementation

Once you have had sufficient time to make an informed decision and are happy to proceed with the proposed recommendations we will implement the advice and co-ordinate with the various providers.

STEP
06

Ongoing review service

A financial plan is constantly evolving. There may be changes to taxation, legislation, financial products available or most importantly to your circumstances. Your regular reviews are an ideal time to reassess, regroup and revisit to ensure that you are still on track to achieve your goals and make any changes that may be necessary. 

Start a conversation and find out how we can help you.

Start a conversation and find out how we can help you.

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Glasgow: 0141 465 9999
Edinburgh: 0131 322 3999
London: 0203 319 9319
Manchester: 0161 393 9870

info@justfinancialgroup.co.uk

200 Bath Street, 2nd Floor, Glasgow G2 4HG

Legals

Just Financial Group Ltd is authorised and regulated by the Financial Conduct Authority. FSR reference number 739938.

Registered in Scotland. Company No. SC524886. Registered Office: 200 Bath Street, 2nd Floor, Glasgow G2 4HG.

The value of investments and income from them can go down as well as up and investors may not get back the amount originally invested. Past performance is not a guide to the future. The levels, bases and reliefs from taxation are subject to the individual circumstances of the investor and may be subject to future change.

Advice on Taxation and Trusts is not regulated by the Financial Conduct Authority. All information on this website is intended for general information purposes only and should not be considered as a personal recommendation. No decisions should be taken based solely on the content of the website and individual advice should be sought first.

© Copyright 2020 Just Financial Group – Developed by Blue Whale Media