THE ADVICE JOURNEY
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The Arghans advice process is designed with that in mind. It creates a framework for us to discuss your needs and expectations, to assess and agree your attitude to risk and then to build and manage an investment portfolio to match. By working through a series of logical steps, you will gain a better understanding of the reasoning behind our recommendations and confidence in the resulting choice of investments.
FACT FIND
Getting to Know You
The logical starting point of the advice process is for us to get to know you. Our fact find is wide-ranging to ensure that the advice we will give you is soundly based. As well as exploring your personal and financial circumstances, we want to know who you are, what your attitudes and values in life are.
Having established your goals, we need to establish your level of investment experience and knowledge, as well as what level of growth you expect, your attitude to risk and how long you are looking to invest for. We need to also consider issues such as access to your money and the level of flexibility required in the investment selection and your personal circumstances, including your tax position. It is important that any investment recommendation we make is as tax-efficient as possible.
