Services2018-11-30T12:09:36+00:00
SERVICES

UNDERSTANDING WHAT WE DO

We are seeking long-term client relationships, built upon mutual trust, enabling us to provide a valuable bespoke service. We want to work in tandem with you and enable you to have the best chance of achieving your goals.

READY FOR THE TRUTH?

Most people are not ready for the truth, but then we don’t work with most people. We provide an exclusive service for people who want to live life fully. We exist to help you to identify what is important to you and to enable you to achieve the lifestyle that you want.

We do this by paying attention, listening to what it is that you really want. We will not do anything else until we have a very clear idea about who you are, what your journey has been and where you want to end up.

When done well, proper financial planning is akin to a light bulb moment or a bit of an epiphany. In essence as financial planners, we address the fundamental question that clients ask (even when it isn’t verbalised)… will I run out of money?

We believe that you need to know the truth, for which there are only three possibilities.

– You don’t have enough

– You have more than enough

– You have enough, but don’t know it..

WORKING TOGETHER

Together we will create your unique Financial Plan which will act as a working document reflecting the essence of what is truly important to you. This will effectively act as our mutual guide upon which all future financial decisions are based, so our attention to your detail is vital.

We help clients achieve deeply held goals, not merely time-barred objectives; achieving peace of mind, a generous spirit and recognition that security is not based upon wealth. A sense of emotional well-being can be enhanced with financial planning that is rooted in understanding your values and life principles. So we start with the end in mind.

STRESS-FREE FINANCIAL PLANNING

We will implement the Plan and agree how best to review progress. Our stress-free process typically takes 3 years to fully craft, implement, review and imbed your Plan.

We will work with your other advisers and perhaps other experts to ensure that any actions taken are in accordance with your long-term aims, rather than purely seeking short-term advantage which may run counter-productive to your real goals. We will provide you with the necessary support to make difficult decisions and will not avoid providing you with an accurate evaluation.

THE SIX STAGES OF FINANCIAL PLANNING

The more we understand about what motivates you and your value system, the better our advice. As with any healthy relationship, in time more and more of the inner person is revealed – much like the nature of a fine wine.

01
CLARIFYING YOUR VISION

There is no fast-track to this degree of understanding, it only comes from the most valuable commodity of all – time. We will help identify, clarify and prioritise your goals.

02
YOUR STORY SO FAR

We all have a collection of financial baggage. We will locate, verify, collate, analyse and explain what you already have. This provides the basis from which we can begin.

03
WHERE YOU ARE NOW

We will report back to you a clear assessment of your current position and assess how much you have already progressed towards your goals.

04
LOOKING AHEAD

There is invariably more than one way to achieve your goals from where you are today. We will explore a range of options and provide a set of solutions that we believe are most likely to work best to form your Financial Plan.

05
LET’S GET MOVING

Once we have determined what must be done, we will get everything in place so that getting started is as easy as possible.

06
STAYING FOCUSED

We will review your progress and ensure that your Financial Plan is on track, making necessary adjustments where necessary. This will also ensure that your plan is not an academic exercise, but a living, working, relevant and practical report.

Peace of mind

“I have used Solomon’s as my Financial Advisers for longer than I care to remember.  Above all else, they have always given me peace of mind.  Knowing very little about the financial markets, it is wonderful to know that someone is tending to my investments, and making decisions that are completely beyond me, with the ultimate objective of getting me the best possible financial package for my retirement.  The regular publication, “Talking Money” that Solomon’s send me, is an excellent tool for keeping me abreast with changes in tax, inheritance and other financial laws, in a way that is simple to understand – and even interesting!”

Nicola Handcock

GET IN TOUCH

Solomon’s Independent Financial Advisers
The Old Bakery, 2D Edna Road, Raynes Park, London, SW20 8BT

info@solomonsifa.co.uk    Call – 020 8542 8084

SOLOMON’S FINANCIAL PLANNING APP

Our free powerful new Finance & Tax app.
To get started download and use password – solomons

   

WHAT WE’RE ALL ABOUT

If you would like a no-nonsense one page document explaining what financial planning is all about please enter your email here.

GET IN TOUCH

Solomon’s Independent Financial Advisers
The Old Bakery, 2D Edna Road, Raynes Park, London, SW20 8BT

info@solomonsifa.co.uk    Call – 020 8542 8084

SOLOMON’S FINANCIAL PLANNING APP

Our free powerful new Finance & Tax app.
To get started download and use password – solomons

   

WHAT WE’RE ALL ABOUT

If you would like a no-nonsense one page document explaining what financial planning is all about please enter your email here.