Our Approach

Wealth Management for Families, Trusts & Charities

As a Chartered Firm, our advisers hold some of the highest level of financial planning qualifications and together with nearly 40 years’ wealth management experience, Salisbury FS is well positioned to deliver the best outcomes for our clients.

Understanding your financial aspirations

From the first time we meet, our focus will be to understand your current financial position and explore your future aspirations.

Strategy, advice and implementation

Once we have understood your objectives, we will present a tailored strategy to help you work towards your future goals and when you are ready, we will implement your financial plan.

A service tailored to your needs

Our ongoing service aims to keep your financial plan on track. With year-round access to your adviser, we will always be available to you, when you need us.

A long-term partnership and future

Life events can often change the outlook for your financial plan. Salisbury FS is here to support you along the way, helping to ensure that whatever happens, your financial plan remains on track.

Our comprehensive process in more detail

Discussion & discovery
Our initial meeting (at our cost) will be about getting to know each other. This will involve understanding your current financial position, your objectives and how you could benefit from our services. Salisbury FS will outline how we will create your financial plan and the value we can add for you.
Reflection
Following our initial meeting, Salisbury FS will write to you setting out our understanding of your requirements. We will also advise you of our costs for advising on and implementing your financial plan, outlining our ongoing service to you. Only when you sign and return your instruction, we will begin chargeable work.
Information Gathering
Our next meeting will be to gather further information about your financial situation, obtain details about any existing policies, discuss investment risk and our immediate ideas with you.
Research & Recommendation
After we have carefully evaluated your financial position and outlook and, where requested, we have received information about any existing policies you hold, we will research appropriate product and investment strategies and formalise our advice to you by way of a written report in advance of our presentation.
Presentation
Salisbury FS will present your recommended financial plan and answer any questions you may have. It is very important that you fully understand our advice, so you can make an informed judgment before proceeding.
Implementation
When you are ready to proceed with your new financial plan, Salisbury FS will handle all aspects of the application process and implement your new financial plan.
Ongoing Service
Our service should not stop at implementation. If selected, our ongoing service, tailored to your individual needs will ensure we are there whenever you us, all year round. We will continue to monitor your financial plan and we will proactively contact you if we feel a change may be beneficial. At the very least, our ongoing service provides for a yearly review, which includes a meeting with your adviser.

Learn more about how we can support you, now and in your future

See our range of services

What you can expect

Our service begins with a comprehensive review of your existing financial arrangements and your immediate and longer-term objectives. We carefully consider your financial plan, balancing tax efficiency, quality and cost, whilst selecting investments that are appropriate to your needs.

Product providers and fund managers undergo a rigorous screening process before they can be considered an appropriate recommendation for our clients. Included within our criteria is financial strength, consistency and value for money.

Our investment committee meets regularly to re-assess our investment strategy, considering performance, value for money and market outlook. This helps ensure that that our recommended investment strategy reflects our view on current and future market outlook.

Ongoing Service

Salisbury FS offer clients a range of ongoing services, tailored to your needs.

We consider an ongoing service to be a fundamental part of your ongoing financial plan. Change is an inevitable part of life, and your financial plan needs to adapt to changing tax legislation, market outlook, geo-political events and importantly, changes in your own world. At Salisbury FS, we are proud to offer our clients direct access to their adviser all year round, so when life changes course, we can re-evaluate and adjust your financial plan as soon as possible.

“At a difficult time in my life I have greatly appreciated not only Tom Beckett's professional knowledge and technical skill but also his human understanding, patience and willingness to 'go above and beyond' in terms of effort and time in order to help me.”

SY (Pensions on Divorce)

Start your journey today…

If you would like an adviser to contact you to discuss your requirements, please complete your details, the nature of your enquiry and one of our advisers will be in touch you with shortly.

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