How We Do It

Our clients want a trustworthy and long lasting relationship with their wealth advisor.  They want advice that will benefit them by helping them to fulfill their objectives, reach their desired lifestyle and achieve their financial goals. At Apex Wealth Advisors Ltd we follow a proven process to ensure our clients’ continuing financial needs are met.

Fees
Your initial meeting is at our cost as we view this as an investment in you, as a potential valued client.  Our fee structure will be discussed with you at our initial meeting, as it is based on individual circumstances and will be agreed prior to any work being carried out for you.

Working with you

Not everyone knows what a wealth advisor can do and many people believe that a wealth advisor may not be able to help them.

When our clients first come to us, they are unsure about how exactly we go about working with them, and maybe asking these questions:-

“Will I have enough money to last me for the rest of my life?”

“How much will I need?”

“How can I protect what I have built up already, to make best use of the capital?” 

Process

Initial Meeting

We will hold an initial meeting with you to discuss your current situation and to hear about your medium and long term goals

Gathering Information

We will gather and analyse your existing financial details. This will enable us to create a truly individual and integrated plan that meets your objectives

Financial Plan

We will present you with your financial plan and discuss the contents with you further, explaining every point

Implement Plan

Once you are happy with our recommendations, we will implement your plan

Monitor the Plan

We will review and monitor your financial plan to ensure that it evolves to meet any changes in your circumstances and/or the investment world