It is our view that financial planning is actually more about life than money. It is the process of meeting a client’s lifetime goals and objectives through the proper management of their finances. These goals may include buying a home, saving for and providing a child’s education, building a successful business, planning for a comfortable retirement or passing wealth to the next generation in a tax efficient way.
The ARW Wealth Managers Limited approach to financial planning consists of a series of steps to help a client take a view of where they currently are in their financial cycle, to identify their financial goals and objectives and to establish what financial steps they will need to take to achieve them
Understanding the bigger picture is critical to our relationship with you. What is suitable to one individual may not necessarily be right for another, so we endeavour to understand what motivates you, your view on risk and capital loss and your need for security and financial independence.
Is a goal towards which all people strive but a majority fail to achieve. We would define financial independence as - “being the time in life when a person has sufficient assets, savings and investments not to need to worry about money.”
Financial independence provides choice. Choice on how you want to live your life and choice as to the financial assistance you can provide to your family.
ARW Wealth Managers Limited will help you on the road to financial independence by working with you to identify your goals and objectives and planning your investment strategy to meet them within realistic timescales.
The Directors and staff of ARW Wealth Managers Limited (ARW) are committed to ensuring that the FCA principle of Treating Customers Fairly (TCF) is applied in all areas of our day to day business activities. In adopting the TCF principle we recognise that fair treatment of our clients is about adding value to the service we offer by aiming to:-
Protect the interests of our clients at each stage of the advice process, from promotion through to the after sales and ongoing service.
Meet, as best we can the unique needs of each of our clients by offering a transparent, efficient and professional service.
Ensure that all our staff are fully trained in their areas of expertise.
Attempt to resolve any customer complaints within 24hrs, and if this is not possible then they are passed to our Principal Firm, IN Partnership, to be handled impartially, and in line with FCA deadlines and rules.
Monitor regularly TCF activities and make changes to our processes and procedures where shortfalls have been identified.
Our clients are our business and are therefore central to everything we do.
Our emphasis is on building long term and lasting relationships with our clients.
We will act for our clients in a professional manner with integrity and openness at all times.
Our staff will be trained to a professional level and will work within and promote the culture of our business.