Gardner Massey Wright - Independent Financial Advisers
Gardner Massey Wright -  Independent Financial Advisers

Our Process

Our philosophy is based on being open and honest and providing quality advice from a company you can trust and believe in, to offer the financial solutions to your needs.

We want to build long standing relationships with our clients and believe that this can only be achieved through excellent service standards and top quality advice.

 

Put simply, we look at;

 

  • Where you are.
  • Where you want to be.
  • How we get there.

 

To give you the best possible advice we need to know your circumstances and goals. We do this by completing a confidential fact find, basically this is how we get to know our client. From this we will be able to formulate a comprehensive report with recommendations.

 

We would always prefer to carry out a full financial review but there are occasions when a client may want to look at one area such as retirement because they feel in control of other areas and we will of course be happy to do this.

The Process

 

First Meeting

  • Introduction
  • Discuss your needs and Aims
  • Information gathering
  • Set timescales
  • Agree next steps

 

Background Work

  • Analyse information
  • Contact existing companies for information (if applicable)
  • Carry out independent research
  • Preparation of report and recommendations

 

Subsequent Meeting

  • Present Report and Recommendations
  • Agree Actions

 

Background Work

  • Process applications with companies recommended
  • Add data to system
  • Set up your secure login
  • Write full financial report
  • Consolidate information

 

 

On-Going reviews to ensure any plans arranged continue to meet your needs.

 

 

 

Contact

Gardner Massey Wright IFA Ltd

35 Market Street,

Hindley,

Wigan,

WN2 3AE

 

Tel:

01942 526556

 

E-mail

enquire@gmwifa.co.uk

 

You may also use our contact form.

 

Opening Hours:

Monday to Friday 9:00am to 5:00pm

Evenings and weekends by appointment



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© Gardner Massey Wright IFA Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England 6045974 35 Market St, Hindley, Wigan, WN2 3AE