What is financial planning & how does this fit within financial advice?

At Old Royle Wealth Management we take a lot of pride in the financial planning & financial advice we offer. Rather than simply giving you options from a range of different financial services providers, we prepare a personal “financial plan”, showing where you are today and what action you may need to take to achieve your financial objectives.

Financial advice & planning is not all about money, it is also about YOU, YOUR FAMILY AND YOUR LEGACY. It is vital that you are in control to make important and sometimes life changing decisions. Think of us as your co-pilot and navigator making sure you have accurate and up to date information along the way to help you make these important decisions. We’ll ensure you take the correct course, to achieve your financial goals over the long term.

Whatever your goal, we will work with you to create a plan to help you achieve it. Whether your objective is to utilise your ISA allowance, invest on behalf of your children, make use of an inheritance, invest for your long term security or simply review your existing investment portfolio, Old Royle can provide the financial advice that you require.

To ensure the financial plan we develop for you is as effective as possible, it covers your whole financial situation and is developed and maintained in five distinct stages, The Financial Planning Journey shows what you can expect when you choose to work with Old Royle.

If you have any questions about our financial services, call us on 01603 964076.

You can also fill out the contact form below, and we’ll get in touch for a free, no-obligation chat





The Financial Planning Process
Initial consultation & establishing the relationship

Initial consultation & establishing the relationship

We provide a free initial consultation to ensure that the services we provide will be able to help you, this can be completed either over the phone, or face to face. This may also give you an opportunity to explain any pressing financial issues you need assistance with.

Meeting face to face

Meeting face to face

A Diploma qualified Financial Adviser will then meet with you at your convenience to discuss your current financial situation, needs, aspirations and goals. We will also discuss any other financial products you may currently hold, what you do and don’t feel comfortable with & what’s most important to you as this will affect any recommendations made.

Research, analysis and preparation of your financial plan

Research, analysis and preparation of your financial plan

The information taken will then be used to research any financial solutions that will meet your needs, taking into account your whole financial picture. A second meeting will then be arranged you at your convenience.

Presenting Recommendations

Presenting Recommendations

Your dedicated Financial Adviser will now meet with you to discuss their recommendations with you and explain how these have been reached. You will also receive a financial planning report which will contain an action plan that, if implemented and subsequently reviewed on a regular basis, will assist you to achieve your financial objectives. Subject to your approval we will then arrange for all the necessary paperwork to be completed and oversee the application process.

Ongoing service & reviews

Ongoing service & reviews

Another very important part of financial planning is to ensure that your financial plans stay on track to reach any goals discussed. Circumstances can change over time and we are here for the long term to ensure any recommendations a still suited both now and for years to come. We ensure to review the progress of the plans set in place, but action may also be required if any new tax or legal changes are introduced.