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  • Home
  • Our Company
    • Our Team
    • How We Work
    • Treating Customers Fairly
  • Our Services
    • Introduction to Financial Planning
    • Introduction to Savings & Investments
    • Introduction to Wealth Management
    • Introduction to Pensions
  • Testimonials
  • Useful Links
    • Research Links
    • My Portfolio
  • Privacy Policy
    • Privacy Notice
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Our Process For Providing Quality Advice

1. Understanding You

By gathering information from you we will find out about any plans you already have in place.

Then by exploring your attitude to risk and return, and your hopes and aspirations, we will build a picture of what you want to achieve.

At this stage you will find out what to expect from us and how you will benefit from using us.

We do not usually charge a fee for this stage.

2. Planning

We’ll explore and research various scenarios to make the best use of your existing plans.

We’ll then recommend how you can build on your existing plans so you give yourself the best chance of achieving your goals.

3. Implementation

Like most of our clients, you will probably prefer us to do the necessary work to put your plan into action. This will save you a lot of time and effort and ensure your plans are set up correctly. We will charge you a fee for doing this, which we will explain to you.

Alternatively, you may decide to implement our recommendations yourself, in which case we just charge you for our time and advice.

4. Review

Nothing stands still, so it makes sense to review your plans regularly. We suggest you do this annually. This way you will find out if your plans are affected by changes to legislation or taxation.

You will also hear from us if we have something that we feel will interest you.

Our Process For Providing Quality Advice

1. Understanding You

By gathering information from you we will find out about any plans you already have in place.

Then by exploring your attitude to risk and return, and your hopes and aspirations, we will build a picture of what you want to achieve.

At this stage you will find out what to expect from us and how you will benefit from using us.

We do not usually charge a fee for this stage.

2. Planning

We’ll explore and research various scenarios to make the best use of your existing plans.

We’ll then recommend how you can build on your existing plans so you give yourself the best chance of achieving your goals.

3. Implementation

Like most of our clients, you will probably prefer us to do the necessary work to put your plan into action. This will save you a lot of time and effort and ensure your plans are set up correctly. We will charge you a fee for doing this, which we will explain to you.

Alternatively, you may decide to implement our recommendations yourself, in which case we just charge you for our time and advice.

4. Review

Nothing stands still, so it makes sense to review your plans regularly. We suggest you do this annually. This way you will find out if your plans are affected by changes to legislation or taxation.

You will also hear from us if we have something that we feel will interest you.

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NGC Wealth Management, Positive Mortgages and Positive Solutions are trading styles of Quilter Financial Planning Solutions Limited, which is authorised and regulated by the Financial Conduct Authority. Registered as a Limited Company in England and Wales No. 3276760. Registered Office: Riverside House, The Waterfront, Newcastle upon Tyne. NE15 8NY VAT registered No. 386 1301 59. The Financial Conduct Authority does not regulate advice on commercial and agricultural mortgages, buy to let mortgages, or advice on some tax.

The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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