1) Lifestyle Objectives
When we first meet you, we will explain the services we offer, learn more about you, your circumstances, and better understand how we can help you. We’ll explain how financial services are regulated and how investors interests are protected, reviewing your current financial provisions to build a clear picture of your circumstances. With the ultimate aim of building a detailed picture of your current estate, assets, and liabilities. We will wish to set clear, definable Lifestyle Objectives with you, and impress the imperative to view the future cost of your objectives as the key benchmark against which to measure the progress of your investments.
2) Financial Planning
Once we have identified your objectives, we’ll create a detailed Monenti Life Plan for you. This process allows us to project where your finances will be at any point in the future based on your current circumstances. We can also model the likely impact of strategic financial planning. The Monenti Life Plan therefore offers complete objectivity on where you are now, where you want to be financially, and how to get there.
3) Financial Advice
Having agreed the best way forward, in this stage of the planning process your Financial Planner will work with you to refine your Monenti Life Plan. We’ll establish the services, products, and providers best suited to drive your plan and make specific recommendations for you.
4) Planning Meetings
Your plan will need to evolve over time, adapting to the uncertainties of life and your changing circumstances. Equally, you may be affected by changes in the law, tax legislation, or the economy. In this context, it is important to recognise that even the best solutions available today may become redundant in the future. While every effort is made to ensure your planning is adaptable and ‘future proof’, it is important to review each element of your plan regularly. Critically, it is essential to ‘preview’ the path ahead, not just examine past performance. This ensures your overall strategy is robust, fit for purpose, and maintains the best possible chance of meeting your objectives.
The value of investments can go up as well as down, so you could get back less than you invested. This website and its content do not constitute advice, and our services are designed for those resident in the UK.
Monenti Partners Ltd is a company registered in England under number 06299795 Registered office address Littlemead, Hollingdon, Leighton Buzzard, England, LU7 0DN
We are Independent Financial Advisers authorised and regulated by the Financial Conduct Authority (FRN) 485058.