At Crossley Thompson Wealth Management, Private and Corporate solutions are developed around a carefully crafted 3-step approach:

1. An initial Consultation meeting is arranged to find out about your current situation, financial goals and aspirations. This enables us to build a picture of you and your needs.

2. Designing a Wealth Plan – after gathering a variety of information at the Initial Consultation meeting, we develop bespoke solutions that fit your personal &/or business needs and provide recommendations based on the information you provide. A full personalised report is provided, giving details of the proposed solutions(s) and why the recommendation(s) are best advice for you.

3. Ongoing Wealth Management Reviews – This can be as often as required, given the complexities of your financial planning requirements or business strategies. With all clients, a Personal Service charter is agreed in order to review ongoing financial performance, as well as ensuring you are provided with the right level of information about your investments on a regular basis.