With over twenty years in the industry, Peter and the team at Godfrey Pembroke Kew East provide financial advice to a range of clients including:
- Individual investors
- Family groups
- Small business
- Professionals and executives.
The quality and depth of our client relationships is based on strong partnership, understanding and trust that can only be developed over many years of commitment.
As your needs change with time, we continually enhance our expertise to ensure you receive the highest quality financial advice.
Our holistic approach is based on a six step planning process:
1. Defining the scope of engagement
The planner explains the process they will follow, before learning about your needs and how they are able to meet them. You may ask them about their background, their working style and how they charge.
2. Identifying your goals
This is the foundation stage for developing your plan, where the planner works with you to identify your short and long term financial goals.
3. Assessing your financial situation
The planner will analyse your position, including assets, liabilities, insurance coverage and investment or tax strategies.
4. Preparing your financial plan
The planner will recommend suitable strategies, products and services and answer any questions you have regarding the plan.
5. Implementing the recommendations
Once you’re ready to go ahead, your financial plan will be put into action. Where necessary, the planner may work with specialist professionals, such as an accountant or solicitor.
6. Reviewing the plan
Your circumstances, lifestyle and financial goals will likely change over time, so it’s important that your financial plan be reviewed regularly.