We understand that our most important and unique partner is
you.
The Saracens partner advice process provides us with valuable
insight to thoroughly work through issues methodically and
efficiently allowing for customised and personalised strategic
advice that is most appropriate for you.
Our advice process is defined by Saracens 'values based'
philosophy which identifies your priorities relative to their
importance which is underpinned by our understanding of your
personal needs, goals and objectives.
- Understanding how we work with you
- Understanding you, your unique values & goals
- Discovery
- Identifying gaps options & scenario testing
- Advice presentation & implementation
- Annual Planning
Understanding how we work with you
Integral to the successful development of initial advice and
long term success of ongoing financial advice in achieving your
personal and financial objectives is to interpret and indentify
your priorities and those which are most important to you.
Without the knowledge and understanding of this core foundation
may misalign your personal and financial objectives and in essence
your financial planning strategy may be ineffective and
inefficient.
Understanding you, your unique values
& your goals
Integral in developing appropriate customised advice is us
getting to know and understand you.
We want to know everything about you and with you being the
centre of our advice, the more we know about you the greater the
effectiveness of the advice.
Discovery
Your commitment to engage Saracens to create your customised
strategic advice will move you one step closer in realising what is
most important to you.
With your commitment Saracens will begin its in-depth discovery
to develop and create the most appropriate advice for your current
life stage with your true personal values the core foundation.
In our discovery we will seek to indentify and understand your
current and future challenges with our partner advice process which
practices our Saracens 'values based' philosophy. This allows us to
develop the most appropriate advice with our strategic input edging
you one step closer to achieving what really matters to you.
Identifying gaps, options and scenario
testing
Your customised advice is developed by modelling different
financial scenarios and analysing which is the most appropriate for
you. The most appropriate modelled scenario is recommended with
detailed reasons explaining as to how we have come to our
conclusions.
Advice presentation and implementation
Once your customised advice is complete we will present this to
you and discuss in detail the reasons why and how we have come to
our respective conclusions.
Annual Planning
Our partners are unique, successful people who are generally
time poor and realise the value of ongoing advice to achieve their
financial objectives.
The initial advice provided is a mere snapshot of where you are
today and how you can get there tomorrow. Therefore, a prudent
financial strategy is never a 'set and forget' strategy.
With time, a new direction, changing life situations, changing
priorities, changing goals and objectives, our 'Annual planning'
days which incorporate 'progress reviews' as part of our
'Partnership Program' ensure your financial strategies remain
appropriate for you.
Reaching 'financial bliss' is not achieved overnight and
therefore the true realisation of the value of the advice you
receive may take several years before the foundation is built and
the true benefits can transpire.