private clients getting you where you want to be (final)
DESCRIPTION
Providing advice to Private Clients, our ethos and beliefsTRANSCRIPT
Getting you where you want to be
Gallagher Benefits Consulting Limited is authorised and regulated by the Financial Services Authority.Registered Office: 9 Alie Street, London, E1 8DE.
Registered No. 0772217 England & Wales. www.gallaghereb.com
Private ClientsGallagher Employee Benefits
Approved for use to 19th January 2013
Today’s meeting
Initial discussionInitial discussion
Review your overall needs
Services
Delivery
Commitment
Agree how to proceedAgree how to proceed
Background
• We work on behalf of our clients
• Experts in financial planning and risk management
• There are 3 main services provided:
- Financial advice
- Implementation service
- On-going review service
- Financial advice
- Implementation service
- On-going review service
Lifestyle
Financial
Planning
Lifestyle
Financial
Planning
• Setting financial objectives
• Make a Plan to meet your needs
• Reducing or eliminating risks
The process involves
G
oals
Age
Product
Structure
Strategy
The added value of advice
Prepare &analyse
Prepare &analyse
Fact find meetingFact find meeting
Financial advice
Understand your finances
Agree your financial priorities
Identify needs and gaps in your planning
Analyse your finances
Identify and fulfil solutions
Risk management and control
Presentation of the plan
Presentation of the plan
Detailed discussion of the plan
Discussion of financial gaps
Review changes in circumstances
Implementation services
Agree your Plan
Restructure and purchase your financial products
Implement your risk management process
Implement the planImplement the plan
Project manage the change process
Keeping youKeeping youon courseon course
Keeping youKeeping youon courseon course
On-going serviceOn-going service
Tracking
New needs
Risk management process
On-going financial objectives
Review performance
Review of attitude to risk
On-going financial objectives
Review performance
Review of attitude to risk
Our approach in summary
Financial adviceFinancial advice
Establish your Financial Plan
Understand your financial needs
Manage risk
Establish your Financial Plan
Understand your financial needs
Manage risk
Implementation servicesImplementation services On-going review servicesOn-going review services
Restructure contracts
Purchase financial products
Project manage the changes
Restructure contracts
Purchase financial products
Project manage the changes
Monitor the Plan
Manage risk
On-going management of the Plan
Monitor the Plan
Manage risk
On-going management of the Plan
Moving forward
• Discuss your requirements
• Agree how to proceed