How we work

At Thomson Wilson Pattinson Financial Services Ltd we follow six clear stages to help understand your financial situation. This shows us:

• Your current financial position
• Where you want to be in the future
• How we can help you achieve those ambitions

1 Getting to know each other

We explain who we are, what we do, how we do it and what it is going to cost.

2 Where are you now - where you want to be

We discuss your current position including any financial and other ambitions you have.

3 Analysing your needs

We highlight any gaps between your present position and where you want to be in the future then explore how you might best achieve your objectives.

4 Achieving your ambitions

Armed with a thorough understanding of your values, goals and capacity for risk we design a plan to help you achieve financial stability and peace of mind.

5 Your options

We explain options you have and the choices you need to make.

6 Ongoing support and advice

We agree how progress towards your goals is monitored and how often. If you would like us to do this, we report to you usually annually, to review your situation, update your financial plan and where necessary alter our recommendations to keep you on track.