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Your Journey With Us.
Learn about our process and how we work with our clients at Wade Wealth Partners.
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Stage 1: Discovery
This stage of the process is a relaxed opportunity for both parties to learn more about each other and see if we're likely to be a 'good match' prior to undertaking any planning or giving any advice.
Once we're in a position to, we'll propose an initial scope of work and a recommended list of priorities to improve your financial position. This will be provided at our expense with any fees relating to the recommended work being agreed at this stage.
Stage 2: Planning
Here, we'll explore your personal and financial circumstances in greater depth as we need to understand much more than just what your balance sheet looks like to give you great advice!
What drives you? What does money mean to you? What are you looking to achieve and when? Do you have any concerns or worries? What investment experience do you have, and have you had any particularly good or bad experiences?
We'll explain what we mean by risk and discuss those that are specific to your financial planning.
Once we have everything we need we'll put together the draft financial plan ready to present to you.
Stage 3: Implementation
Here, we will go through the draft plan together, explaining our recommendations and answering any questions you may have. Only once you're happy and we're confident you understand the plan, will we implement things.
We will take care of all the administration on your behalf, and whenever possible, we will pre-complete forms for you and utilise electronic signatures, to make it as pain-free as possible. We will be in touch throughout, to provide regular updates – keeping you informed.
Stage 4: Maintenance
Putting a financial plan in place is truly just the start of your journey with
Wade Wealth Partners, as the benefits are limited unless it is regularly reviewed and updated - your goals and priorities will change so your plan has to as well!
As an ongoing client of
Wade Wealth Partners, you can expect:
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Access to your Financial Planner and the wider team at any point for advice and support.
Tax information and advice relating to your policies to assist you in completing your tax returns.
In January, your Financial Planner will invite you to book an Annual Review meeting. An opportunity to discuss and update your circumstances, as well as assess your Plan and whether you're on track to meet your goals.
Access to our client app, MyWWP (on your smartphone, tablet or computer). MyWWP will show all of your investments in one place with current valuations, any protection policies you might have, as well as secure document storage. Our app is end-to-end encrypted, so that messaging and personal details remain private.
An annual report in January of all your investments, covering the calendar year just finished. This will confirm your investment performance, contributions and withdrawals from your policies and confirm the fees you have paid.
Quarterly updates on your portfolio, thought pieces from the Planning Team, and a copy of our bi-monthly magazine.
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