Analysis (Research):

Following the initial consultation (and assuming you wish to continue) we will start to analyze the data you have given us. Having gained a clear understanding of your needs, expectations and concerns from our discovery meeting(s), we can now consider the best and most appropriate solution to design a bespoke financial strategy.

Our work may include writing to existing providers to establish the status of current plans and sorting through and dispensing with any worthless or outdated paperwork. We will also identify areas which require attention and where improvements can be made.

In essence, it's a financial survey to check the foundations are in place so that we can start building a financial strategy. We then use the results to produce a written recommendation and list of agreed priorities that address specific points of concern.

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Beaulieu Wealth Management Ltd. Registered in England and Wales under No. 06897170. Registered office address - 23 Robjohns Road, Chelmsford, Essex CM1 3AG. Beaulieu Wealth Management Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA Register ( under reference 440703 and 440718.

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