Smart ideas about wealth

Wealth management

4. The 45-day follow-up meeting

At this meeting, we will help you to organise all relevant paperwork into a file provided by us. We will also answer any questions you may have so that you understand exactly what is happening with your money.

What to bring:

  • All the new account paperwork that you have received in the post.
  • Any questions you may have regarding the execution of your investment plan.

Select the next step in the strategic client consultation process:

Strategic client consultation process 1. The Discovery Meeting 2. The Investment Plan Meeting 3. The Mutual Commitment Meeting 4. The 45 day Follow-up Meeting 5. Regular progress meetings

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Bloomsbury thoughts

"...most [stock pickers and market timers] should go out of business – take up plumbing, teach Greek..."
Paul A. Samuelson, Nobel Laureate,” The Journal of Portfolio Management, 1974, p. 17-19