In order to provide the best possible advice and service to our clients, the quality and effectiveness of the resources we use are absolutely crucial. The latest cutting edge financial software programmes used in the planning, recommendation and implementation stages of the advice process are essential.
However, we have not forgotten the one necessity that many advisers in the modern world seem to overlook; and that is simply to listen to what the client is saying. Only by truly listening will we understand what you want to achieve and what is important to you.
Here at M.D. Beckett Financial Solutions we use a combination of modern technology and good old fashioned discussion to truly analyse what is required. The process will begin by obtaining information about your current circumstances, what goals you wish to achieve and how and when you want your goals to be met. Too often pre-packaged, pre-ordained solutions are proffered as the answers to clients’ needs rather than true personal solutions. No two clients wants, needs, aspirations and goals are exactly the same so why is it so often they receive the same advice?
With thousands of investment funds, investment products, investment companies, pension providers, insurance companies, mortgage providers and mortgage products, the need for impartial unrestricted independent advice has never been greater.
By being able to call upon leading financial software programmes and combining this with the years of personal knowledge and experience that have been built up within the company. We can advise our clients not only based on the information provided by computer software but also through the additional human knowledge that is lacking in all software solutions. Therefore by combining these two resources we can offer the best advice and recommendations to our clients.
When it comes to implementing our recommendations we are able to use any and all providers to obtain the best solution to individual clients’ needs and therefore find the most cost and tax effective answer to achieve your financial goals.