HOW WE WORK
Our 6 step process has been developed to help you formulate your financial plan. This process helps us understand your needs and desired outcomes in a thorough and robust way.
Please click on each step for more information
Step 1 – Introduction
We conduct initial meetings with new clients at our office. This is an opportunity for us to explain how we work and how we charge, and for us both to determine whether we would like to work together.
Step 2 – Understanding your current situation
We require full disclosure of all financial matters to ensure we are able to advise you properly. We will then have a clear understanding of your main financial goals.
Step 3 – Information gathering and researching solutions
We will analyse your data and research solutions.
Step 4 – Meeting to discuss our recommendations
We will present our recommendations and agree an implementation plan.
Step 5 – Implementation
We will manage the implementation process to ensure that the recommendations are implemented both quickly and accurately.
Step 6 – Reviews
After each review we will confirm the ongoing suitability of our advice and make further recommendations where appropriate.
* If you have signed up for one of our ongoing services.
Step 1 – Do we work together?
We conduct initial meetings with new clients at our office. This is an opportunity for us to explain how we work and how we charge, and for us both to determine whether we would like to work together.
Step 2 – Understanding you
We require full disclosure of all financial matters to ensure we are able to advise you properly. We will then have a clear understanding of your main financial goals.
Step 3 – Analysis and research
We will analyse your data and research solutions.
Step 4 – Recommendations
We will present our recommendations and agree an implementation plan.
Step 5 – Implementation
We will manage the process to ensure that the recommendations are implemented both quickly and accurately.
Step 6 – Ongoing reviews
After each review we will confirm the ongoing suitability of our advice and make further recommendations where appropriate.
The Stables | Whinchat Hall | Skipwith Road | Escrick | York | YO19 6EJ
Jones Cooper Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.
Jones Cooper Wealth Management Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 741929.
Registered in England and Wales under company number 02847294 with registered address as above.
Guidance and advice is subject to the UK regulatory regime and is, therefore, restricted to consumers based in the UK.
If you wish to register a complaint, please email or telephone: office@jc-wm.com or 01904 728965. A summary of our internal complaints handling procedures for the reasonable handling of complaints is available upon request and, if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
The Financial Conduct Authority does not regulate taxation and trust advice. Not all Inheritance Tax Planning Solutions are regulated by the Financial Conduct Authority. The information contained on this website does not constitute advice or recommendation.
Please be aware that the value of investments can fall as well as rise and it is possible that investors may not get back the amount they invested.
For more information on how we handle your data, please read our Privacy Notice. This notice sets out how we will process your personal data in line with General Data Protection Regulations.