Discovery meeting:

Initial meeting to understand your needs

Analyse requirements and evaluate options to design wealth management plan and investment strategy

Recommendations meeting: Presentation of recommended wealth management plan and investment strategy

Implement wealth management plan

Fulfil investment strategy and other recommendations

Regular review meetings: ongoing monitoring of investment strategy and wealth management plan

 

Bowen Coade Busst LLP is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 456267.

Registered in England & Wales, Company Number OC321193. Registered Office address: Downfield, Bridgwater Road, Sidcot, Winscombe, Somerset, BS25 1NB. Trading address: Downfield, Bridgwater Road, Sidcot, Winscombe, Somerset, BS25 1NB. Telephone: 01934 843921

The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

|

 

|

 

|

 

|