Welcome to Me Financial Services, we have over 12 years of expertise

Town Hall House, Bovey Tracey
Devon, TQ13 9EQ

01626 833225
[email protected]

Mon - Fri 9.00 - 17.00
Saturday and Sunday Closed

GUIDES

Advice Process Overview56.4 KBFinancial Protection A Guide to Protection676.1 KB

FORMS

Expenditure Budget35.2 KBMeeting Preparation Checklist62.5 KB

Advice Process

As part of our financial planning process, our clients benefit from our robust and consistent investment advice process which involves the following elements:

  • Defining the time frame for results
  • Helping you to understand the truth about money
  • Undertaking research in conjunction with Morningstar,  to select a suitable home and investment funds balanced to your agreed attitude to investment returns and risk
  • Understanding and identifying your objectives and goals as well as your attitude to investment risk and returns?
  • Benefiting from our significant experience in this area to help you avoid the common mistakes frequently made by investors
  • Setting an initial asset allocation strategy using our unique investment matrix
  • What is important about money to you?
  • Clearly defining what investment is and what it isn’t
  • Understanding and identifying your objectives and goals as well as your attitude to investment risk and returns?
  • Providing an ongoing review of your portfolio to ensure it is rebalanced to your attitude to investment returns and risk, with the removal of any funds not holding a Morningstar / OBSR Analyst rating, where possible.

Morningstar uses an investment research approach dating back to 1994. The emphasis is on looking forwards, not backwards; and for this reason they place a great deal of importance on understanding the investment processes of the fund manager in question. Their conclusions also take into account performance analysis such as historic returns. This means that they are aware of past results rather than driven by them and consider this statistical information when providing their overall opinion. This is why we employ the services of Morningstar for use in our investment advice process.

Would you like to know more?

If you‘d like to know more about how we add value when giving investment advice, please feel to call us on 01626 833225 to find out more or to arrange an initial complimentary meeting.

We can also offer telephone based support as well as more traditional face to face meetings.

Telephone 01626 833225 to find out more or to arrange an initial complimentary meeting

Contact Us