Our first meeting, which usually takes place at the Markson office, is the beginning of a discovery process that may cover several meetings, during which we will transform your anxieties and frustrations over wealth creation into reasonable, achievable goals.
At Markson there is no one-size fits all strategy, so we pay careful attention to identifying the best outcome for you.
We are also extremely mindful that the plan needs to be developed in conjunction with you. In essence, the plan works as a critical benchmark, and we know that if you agree with the direction we’re proposing, it’s easier for both of us to focus on the road ahead.
Once you have authorised us to proceed, our experienced implementation team will help you with the necessary application forms and track the paperwork through to completion and confirmation.
Our Terms of Engagement explicitly sets out our fees and the timetable of services that we must deliver to earn these fees, and includes your obligations to us for communicating your changing circumstances.
Within your annual face-to-face meeting we will review your investments and strategies, however if the financial market dictates, we will be in touch with you as often as is needed to ensure your plan stays valid and effective.
As part of our review process we may also provide a half yearly written summary and update so you are always kept informed as to the performance of your portfolio. On a monthly basis, we formally review your cash balances and, if required, provide you with written advice.