PROVEST FINANCIAL SOLUTIONS - Unlocking your wealth potential
ABOUT US
About Our Approach
Establishing a relationship with Provest may be the key to unlocking your own incredible life. Our approach is unique; in providing clients with a really effective financial plan; at the centre of which is their individual Key Number™.
The key to unlocking the life you desire lies within our 6 step approach.
Our Step by Step Approach
Contrary to what most people think, success in life is about taking successive steps, rather than giant leaps.
1
The Discovery Meeting.
2
The Position Evaluation Process.
3
The Solutions Process.
4
The Key Number™ Meeting.
5
The Implementation Process.
6
The Progression Review System.
- An initial client discovery meeting where we discover what's really important to you, we ascertain your lifestyle & financial goals and objectives, develop your financial roadmap, introduce the programme then confirm your agreement to proceed.
- The position evaluation process where we obtain specific financial information required for assessment of where you are now and to build your own bespoke plan.
- The solutions process where we complete a full investigation, incorporating your financial goals and objectives, prepare solutions and cash flow models and calculate your Key Number™ for presentation during the strategic planning meeting.
- The Key Number™ meeting where we present your personal financial plan and Key Number™ along with your cash flow forecast and then agree a strategy and action plan.
- The implementation process where we apply the action agreed at the strategic action meeting.
"The Financial Independence Programme" also incorporates the progression review system which consists of the following:-
- A regular strategic review meeting.
- A review of your lifestyle financial goals and objectives.
- An update to your financial plan with any changes to personal information including changing priorities and circumstances and regulatory issues.
- A review and update of the 'Asset Preservation System' which is only available to clients who are members of the programme.
Testimonials
"I feel much happier about my future and the financial advice I have received. I have policies in place, a decent will, investment opportunities, cash ISA's for saving and a plan for the future. The team are extremely professional and thorough."
"I am always happy to recommend you because I am confident that what you do will reflect well on my firm. You and your staff always deal with clients in a courteous manner, listening to their needs and offering constructive advice."
"When looking for financial advice it is always difficult to find a company that understands exactly what you want and can also explain it to you in layman terms. Provest did both. Your service was outstanding, your staff always very polite and courteous and we always received a phone call to ensure that we were completely happy with completion of documents. We would have no hesitation in recommending you to others."
How We Are Remunerated
It is our philosophy to provide you with value for money and to give you the best possible information about the likely cost of any work we undertake for you. Our fees, which are agreed in advance, may be calculated in a number of ways, depending on the type and complexity of the work we are to undertake and the level of expertise required. We would be happy to discuss individual requirements with you without obligation and to provide an estimate of our fees before commencing any work.