To begin with, a review of your current financial position provides us with the foundation to understanding what you need, want or are aiming to achieve. You will need to set aside some time for an initial 'face-to-face' meeting with an adviser - our offices in Central London are ideal for this.
There is no charge for the initial meeting and no obligation - together, we can discuss your needs and objectives, how they could realistically be met and how Silver Planet Life Investment Taxation Solutions Limited would be paid - before you decide to go ahead. Click on how we are paid for further information.
Should you agree to proceed, the completion of a detailed 'fact find' of your personal and financial circumstances is essential so as to ensure that the advice given and any recommendations made suit your needs, objectives, preferences and risk profile. This could also reveal other important matters that need urgent or near-future attention.
Your adviser will provide you with a comprehensive, professional report, clearly explaining and informing you of the options available, the benefits and priorities based on your circumstances and requirements, together with any risks for your consideration and further discussion as required. When you are happy with and understand our advice and recommendations, forms can then be completed, submitted and the transaction(s) completed.
For the future you can choose the level of on-going advice and service you want - your adviser will discuss the options available with you.