The Nevett & Taylor Financial Process
First Meeting - We will invite you to an exploratory meeting at Nevett and Taylor at which the features and benefits of our service will be explained and demonstrated. The aim of this meeting will be for you to decide what service you require and how this would deliver to you significant value for money. Do you require our Lifestyle Strategy Planning and how can you benefit from this? All of your questions will be answered. This meeting will not involve you in any charge or obligation and is usually around forty minutes long.
Second Meeting - After assembling relevant data, a second meeting will be arranged at which the first draft of your Financial Plan will be prepared, with a schedule of possible and recommended actions. We will discus your objectives and the options that you have when working towards your goals. At the end of this meeting we will agree a fee to cover the service that you require. The entire fee (or part of it) may be covered by any subsequent commission and fees generated by products that we may arrange for you.
The People
The financial services team has a combined 75 years industry experience and is headed by Andrew Nevett, who over the last 25 years has guided clients through boom and bust including 1987 stock-market crash, 1992 property slump, 1990’s boom, 2001 “tech-bubble” and 2003 stock-market bull.
Our Clients
Most of our clients are business people, professionals or private investors. Although many are entrepreneurs, some are very cautious investors who have either accumulated or inherited cash. Whilst some of our clients are already enjoying the fruits of their labour in retirement most are still working and plan to be financially independent and want their families to be secure in the event of their death or disablement.
Our clients want to minimise their tax liabilities and have a good standard of living with a strong capital base, high income and sufficient time to enjoy the fruits of their labour. They have discovered that there is a better way to arrange their finances.
The Service
You will be assigned your own Financial Strategy Planner who is supported by our administration and technical team. You will be welcome to contact us for assistance at any time. Your Financial Strategy Planner and our client service people work as one team and you will find you can rely upon them. Our objective will be to provide the service you desire in a timely and efficient manner.
We commit to providing you with at least one detailed review meeting a year, but will make regular contact with you over specific issues that may affect you. We will contact you well before the meeting to request details of any changes in your circumstances. This will give us time to prepare recommendations to be discussed at your meeting. Following each meeting our aim will be to send you detailed minutes with specific actions for your Financial Plan within 48 hours.
From time to time we will hold specialist seminars to which you will be invited to if you are interested in the topics. Recently we have held seminars on business succession, estate planning and investment markets.
