At Arena Nagel Clark, we make sure to take the time to understand your needs, goals and preferences before we make any recommendations.
We often meet clients at their place of work or their homes, but we also welcome visits to our offices. We will work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you. This is the six-step process we follow:
- Initial meeting and review – identify your needs and objectives
- Getting to know you – gather relevant information about your circumstances
- Analysis – evaluate your particular financial situation and discuss our findings
- Recommendation – develop a financial plan which we will explain with the help of a written report
- Implementation – agree how and when your plan will be implemented
- Ongoing service and relationship – regularly monitor your progress with face-to-face meetings