How we work

Wotton Wealth Management is a forward thinking company which puts clients at the heart of everything we do. We believe in providing comprehensive financial advice and we take the time to really understand your objectives and explain our specialist knowledge in a way you can understand.

Initial Consultation

The initial consultation is a vital first step in the process of establishing your financial goals and identifying any specific aspects of your finances that you may wish for us to address. It also provides the opportunity for us to explain what benefits you might expect from appointing us to advise you and outlines the charging structure that will apply if you do so.

Fact Find

If you feel you can benefit from our service, we will work with you to fully understand your objectives and develop these into well-defined goals. We will gather financial information from you to build a comprehensive picture of your circumstances.

Research and Analysis

Using the results of our analysis, we will then carry out appropriate research on products, providers and funds to enable us to identify the most suitable recommendations to help you to achieve your financial needs and objectives.

Report with recommendation

We will present back to you our report detailing the results of our research, our recommendations and reasons why we feel they are most suitable for you.

Implementation

Now it’s time to put the plan into action. You can relax in the knowledge that we will be taking care of all the necessary steps to turn your plan into reality.

Reviews and Ongoing Service

An ongoing relationship with our clients has always been integral to our business, as we believe that it adds significant value to both individuals and businesses.

When reviewing your circumstances the style and frequency of the ongoing relationship may vary. The main purpose of this is to monitor your ongoing position and ensure that whatever has been recommended initially, continues to meet your objectives, and if it doesn’t and something needs changing we’ll inform you and provide reasons for this. Through regular reviews we can also develop our planning strategies over time to take into account changes in economic conditions, taxation and legislation.