Sapphire Wealth Ltd offer independent financial advice to individuals and businesses specifically designed around their individual circumstances.
We will help you to review your existing financial situation and reach a representative assessment of your likely needs. For this, you will need to put aside some time to talk to us - the initial meeting is at our cost. There's no charge, and no obligation, whilst we assess whether it is worth going ahead.
Depending on your instructions we will then perform a 'needs analysis' built on your current situation, and taking a view of any plans or goals you may have. We will proceed to advise you on anything from a short term financial strategy to a lifetime financial plan, followed up with regular reviews.
Determine your goals for your financial future and how we can help you achieve them.
Confirm your current situation by completing a Fact Find as well as an Investment Risk Questionnaire.
Assess and identify any gap in achieving your desired objectives - create an action plan.
Discuss and explain our recommendations in line with your Financial Objectives.
Complete all necessary documentation.
To adapt Plan if circumstances change and/or regular monitoring to ensure plans are continuing to meet Financial Goals.