The Process - Stanhope Investment Services

The Process

 

Stanhope Investment Services provides a high level of personal service in assisting clients achieve their financial goals. Clients are lead through a process which involves gathering financial details like your income, expenses and investments, and  a discussion of financial options and strategies and identifying risks. Also we determine your attitude to financial investments and the volatility and risks associated with different types of assets.

Once all necessary information is obtained a plan is prepared in the form of a statement of advice. This document sets out in clear terms the strategies and recommendations needed to be implemented in order to meet the financial objectives. It also includes details of cost. Before advice is given a Financial Services Guide is provided that gives all services and  how these are to be paid for.