Saturn Portfolio Process

We follow the six step financial planning process when we provide you with advice…

  • STEP 1 - ESTABLISH AND DEFINE THE RELATIONSHIP

    We meet to understand your current situation and objectives.
    Are we able to assist you at this time?

  • STEP 2 - COLLECT INFORMATION

    We help to establish your financial goals and collect the information we need to base our advice on.

  • STEP 3 - ANALYSE & EVALUATE FINANCIAL STATUS

    We analyse the information gathered and work with you to formulate a strategy for success.

  • STEP 4 - PROVIDE ADVICE

    We develop our advice and investment recommendations then present you with a written report.

  • STEP 5 - IMPLEMENTATION

    When you have read and understood our advice and decide to proceed, we will establish your investment portfolio. You will be sent a secure log in to view your investments on line.

  • STEP 6 - MONITOR AND REVIEW

    We meet with you on a regular basis to review the performance of your investment portfolio and ensure our agreed strategy is still meeting your needs.

Life moves in mysterious ways. At Saturn we recognise that plans change and so do investment markets. Work with a Saturn adviser to keep the liquidity and flexibility you require in a fast moving world.

Call us on 0800 757858

 to arrange a meeting with one of our advisers