The relationship which we build with our clients is underpinned by our commitment to ensure that their long-term financial goals are achieved.
Teesside Financial Management Ltd provides financial advice to both individuals and businesses on a fee or commission basis. Our first consultation is usually without charge after which we provide in writing a full explanation of costs.
The relationship which we build with our clients is underpinned by our commitment where we aim to ensure that their long-term financial goals are achieved.
We believe it is important to have a disciplined approach towards developing a successful financial planning strategy and follow this process:
1. Initial meeting and review
We undertake a comprehensive financial review of your (or your business) circumstances and financial objectives taking account of any existing arrangements.
2. Needs and goal setting
We will analyse your needs and goals in great depth to ensure that your financial lifestyle and, if applicable, business plan is designed to meet these.
3. Analysis and research
We will undertake thorough independent analysis and research to tailor an individual solution to your needs and goals.
4. Presenting a financial plan and recommendations
We will present you with a comprehensive financial report to be discussed and refined as required.
We will discuss the appropriate ongoing plan with you designed to ensure the successful delivery of goals.
6. Forward planned regular reviews
Where agreed, we will diarise reviews in advance (normally annually) to ensure the financial planning we have put in place is refined and keeps pace with any change in circumstances.
This process has to be underpinned by a joint commitment from both Teesside Financial Management Ltd and our clients in order to ensure the successful achievement of their financial goals.