Procedures adopted for all clients and typically explained at first meeting.
A general outline of Pareto’s lifestyle planning service and a note of the clients basic assumptions is discussed.
Your attitude to risk and your investment performance objectives:
We explain now we categorise risks and the differences between catastrophe risk and investment risk.
Your general objectives:
These are noted summarised.
Your desired future lifestyle:
Financial planning should be about more than just risk management, tax planning and investment. It should be about clients living the rest of their lives as they desire.
We make notes relating to understanding of how you want to spend the remainder of your lives and request that you review them and decide if any changes are necessary.
Your capital assets and liabilities:
Details of your current assets and liabilities are set out so that we can calculate your current net worth.
Your income and expenditure and income tax planning:
On the assumptions and information provided we are able to demonstrate how your current cash inflow exceed your outflows.
Your projected cash flow:
The lifelong Cash Flow Forecasts produced by us are one of the major benefits of our service. It enables to plan ahead and plan to make up any shortfalls.
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Being based in Hurst, Berkshire, we are conveniently placed to meet with clients based near:
Bracknell, Reading, Oxford, Basingstoke, Guildford, Maidenhead, Farnborough, Slough, Sunbury, Swindon, Newbury, Southampton, Portsmouth, Woking, London, Hampshire, Hants, Berkshire, Surrey, Middlesex, Middx,