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      • Introduction to Business Protection
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      Mortgages

      • Introduction to Mortgages
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      • Introduction to Taxation
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    • Give us a call on
      07971 458837
      or drop us a message!

      Speak to us today

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  • Main Menu

  • Home
  • About Us
    • Our Company
    • About Robert Wiseman
    • How We Work
    • Client Charter
  • Services
    • Financial Planning
      • Introduction to Financial Planning
    • Protection
      • Why Protection is Important
      • Life Assurance
      • Family Income Benefit
      • Income Protection
      • Private Medical Insurance
      • Critical Illness
    • Wealth Management
      • Introduction to Wealth Management
      • Relationship Management
      • Trust Information
      • Lasting Power of Attorney
    • Savings & Investments
      • Introduction to Savings & Investments
      • Capital Investment Bonds
      • Offshore Collectives
      • Junior ISAs
      • National Savings Products
      • Endowments
      • ISAs
      • Equities
      • Collectives
      • Unit Trusts
      • OEICs
      • Fixed Interest Investments
    • Business Protection
      • Introduction to Business Protection
      • Key Person
      • Share Protection
      • Directors' & Staff Benefits
      • Income Protection
      • Relevant Life Cover
      • Employers' Liability
      • Professional Indemnity
    • Mortgages
      • Introduction to Mortgages
      • Mortgage Repayment
      • First Time Buyer
      • Remortgaging
      • Standard Variable Rate
      • Fixed Rate
      • Tracker Mortgages
      • Cashback Mortgages
      • Offset Mortgages
      • Second Charge
      • Buy to Let
      • Self Build
    • Taxation
      • Introduction to Taxation
      • Income Tax
      • Capital Gains Tax
      • Inheritance Tax
    • Pensions
      • Retirement Planning
      • National Employment Savings Trust (NEST)
      • Annuities
      • Income Drawdown / Unsecured Pension
      • Personal
      • Stakeholder
      • State Pension
      • SSAS
      • SIPP
      • Executive Pension Plan
  • Tools
    • Research
    • My Portfolio
  • Privacy Notice
  • Contact Us
  • Give us a call on07971 458837or drop us a message!

    Speak to us today

Relationship Management

Building Relationships with Our Clients

Your financial situation is unique and so are our services. We follow a four-step process to build a relationship and provide quality advice:

Our Process for Providing Quality Advice

1.    Understanding You
By gathering information from you we will find out about any plans you already have in place. Then by exploring your attitude to risk and return, and your hopes and aspirations, we will build a picture of what you want to achieve.

At this stage, you will find out what to expect from us and how you will benefit from using us.

2.    Planning
We’ll explore and research various scenarios to make the best use of your existing plans.

We’ll then recommend how you can build on your existing plans so you give yourself the best chance of achieving your goals.

3.    Implementation
Like most of our clients, you will probably prefer us to do the necessary work to put your plan into action. This will save you a lot of time and effort and ensure your plans are set up correctly. We will charge you a fee for doing this, which we will explain to you.

Alternatively, you may decide to implement our recommendations yourself, in which case we just charge you for our time and advice.

4.    Review
Nothing stands still, so it makes sense to review your plans regularly.

We suggest you do this annually. This way you will find out if your plans are affected by changes to legislation or taxation.

You will also hear from us if we have something that we feel will interest you.

Relationship Management

Building Relationships with Our Clients

Your financial situation is unique and so are our services. We follow a four-step process to build a relationship and provide quality advice:

Our Process for Providing Quality Advice

1.    Understanding You
By gathering information from you we will find out about any plans you already have in place. Then by exploring your attitude to risk and return, and your hopes and aspirations, we will build a picture of what you want to achieve.

At this stage, you will find out what to expect from us and how you will benefit from using us.

2.    Planning
We’ll explore and research various scenarios to make the best use of your existing plans.

We’ll then recommend how you can build on your existing plans so you give yourself the best chance of achieving your goals.

3.    Implementation
Like most of our clients, you will probably prefer us to do the necessary work to put your plan into action. This will save you a lot of time and effort and ensure your plans are set up correctly. We will charge you a fee for doing this, which we will explain to you.

Alternatively, you may decide to implement our recommendations yourself, in which case we just charge you for our time and advice.

4.    Review
Nothing stands still, so it makes sense to review your plans regularly.

We suggest you do this annually. This way you will find out if your plans are affected by changes to legislation or taxation.

You will also hear from us if we have something that we feel will interest you.

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Robert Wiseman

Privacy Notice

Positive Solutions is a trading style of Quilter Financial Planning Solutions Limited, which is authorised and regulated by the Financial Conduct Authority. 

Registered as a Limited Company in England and Wales No. 3276760. Registered Office: Senator House, 85 Queen Victoria Street, London, United Kingdom, EC4V 4AB. VAT registered No. 386 1301 593.

The Financial Conduct Authority does not regulate advice on commercial and agricultural mortgages, some buy to let mortgages, or advice on some tax matters.

The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Planning Solutions Limited 09/07/2024

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