Our Financial Planning analysis delivers comprehensive reports on your financial position and can identify future financial problemsso you can plan to eliminate them.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
These wise words of Warren Buffett highlight the importance of planning for the future. To achieve your financial goals you must plan and here at Baggot Investment Partners we offer Financial Planning services for High Net Worth Individuals and businesses alike, taking special care to tailor them to your specific needs.
The consultation phase is where we review your existing finances, discuss your goals, establish your risk profile and financial priorities.
From the review of your existing finances and your risk profile, we select effective products from the market that can achieve your goals.
We discuss the plan we have designed for you to ensure you are totally happy with the strategy. Once we have agreed your plan we manage the implementation process for you.
We review the plan taking into account any changes in your personal finances. If we feel the plan needs adjusting we will consult with you outlining our recommendations.