At The Minster Partnership, we realise that every client and situation is different and therefore we have developed a range of services which can be tailored to your specific needs. We will work with you to develop a successful working relationship that will evolve over time.
02 ---- Key Services
We will arrange an introductory meeting to fully explain how our service works, identify your primary needs and objectives and address any questions.
If you feel our services would be beneficial to you we will embark upon a detailed fact-finding exercise to gain access to your existing financial situation and review and understand your objectives. We will then have a true picture of your financial affairs.
Based on your agreed objectives, we will work with you to complete a bespoke financial plan.
Once we have developed a strategic plan we will take you through it stage by stage. It will set out specific and realistic recommendations designed to help you achieve your objectives over an agreed timescale.