Personal client agreement
At Patrick Wayne Wealth, we believe in providing you with personalized service and customized solutions to meet their individual needs.
We understand that every client has different financial goals and objectives, and that's why we offer personal client agreements. These agreements are tailored to each individual client and outline the specific services that we will provide, as well as the charges and fees associated with those services.
Our personal client agreements provide a clear understanding of the scope of our services, the cost of our services, and the terms of our engagement, ensuring that you are fully informed and comfortable with the services we provide.
With our personal client agreements, you can rest assured that your financial needs and goals are being met in the most efficient and effective way possible.
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Initial consultation: During this step, we meet with our clients to understand their financial goals, objectives and current situation. We also explain our services and fees and answer any questions they may have.
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Analysis: During this step, we analyze our clients' financial situation and prepare a detailed report that includes recommendations for achieving their financial goals.
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During this step, we implement the recommendations from the analysis step, which may include setting up new accounts, transferring assets, and making investment decisions.
We'll help you with the paper work, liaise with the providers and make sure everything runs smoothly for you.
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During this step, we review our clients' financial situation on an ongoing basis to ensure that they are on track to achieving their financial goals and make any necessary adjustments to their financial plan.
An ongoing service with a separate charge, allows us to assess the continued suitability, track your attitude to risk and gives you ongoing access to your adviser.
Our 4-step advice process is designed to be comprehensive and tailored to the individual needs of each client
We believe that by working closely with our clients and providing them with the support they need, we can help them achieve their financial goals.