How WDS Wealth Works

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Step 1: Your first meeting

Your first meeting is an opportunity for us to understand your financial goals, review your current situation, and discuss your risk preferences. We will provide personalised recommendations based on our discussions and develop a tailored financial plan for you.

Step 2: After your first meeting

Following your initial meeting, we will develop a detailed financial plan tailored to your needs and objectives. Our advisers will explain our recommendations and provide you with a comprehensive personal report outlining your current financial circumstances, analysis of your needs, and our proposed solutions. Full personalised costs for any work to be undertaken will be disclosed within this report.

Step 3: Implementation

If you decide to proceed with our recommendations, we will help you implement your financial plan, taking care of all the necessary requirements and paperwork. We aim to minimise administration and ensure a smooth transition to any new plans.

Step 4: Continuous Guidance/Reviews

At Walter Dawson Wealth Management, we believe that financial guidance is an ongoing journey, not a one-time event. If you prefer, we can establish a long-term relationship to ensure your financial plans remain aligned with your goals and adapt to any changes in your circumstances or the external environment and legislation changes.

Benefits of Continuous Guidance:

  • Regular Reviews: We conduct periodic reviews of your financial plans to ensure they remain on track to achieve your objectives, providing peace of mind for you and your family.
  • Adaptation to Changes: We recommend regular financial checks to address any changes in your circumstances or the external landscape, such as tax/legislation changes, changes to investment markets, or new product/investment solutions.
  • Optional Service: Our ongoing advice service is optional and comes with a cost. We will discuss the charges with you during our meetings to ensure transparency and clarity.

Examples of Changes:

  • Personal Circumstances: Life events such as retirement or family changes can impact your financial plans and require adjustments to your strategy.
  • External Changes: Changes to Tax laws, legislative changes, and investment market fluctuations can affect your investments and overall financial outlook.
  • Investment Options: New and improved products may become available, or your risk tolerance may change, necessitating revisions to your investment strategy.