After your consultation meeting

Following your consultation meeting, your consultant will provide you with a Financial Recommendation. These recommendations will be in line with your personal circumstances, your key objectives and your experience of financial planning. As these constantly change, we will continue to review them with you, as the value of investments can fall as well as rise. At this stage, we will also calculate your target return.

Life after settlement flow chart

Ongoing support

Our support doesn’t end once your money is invested - in fact, we see this as the beginning of our relationship with you. Once you become a client of Aspire Wealth Management, our dedicated Client Relationship Team will get in touch to introduce themselves and explain what happens next. Following the initial investment, your consultant will undertake regular reviews of your investment and your circumstances to make sure your financial goals and needs are continually met.

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