At A.R.D. Consultancy, we prioritise building lasting relationships with our clients. By taking the time to get to know you, your aspirations, and your expectations, we ensure every recommendation is aligned with your unique circumstances.
Our journey together begins with an initial face-to-face meeting to get to know each other. We will discuss your financial aspirations and determine if A.R.D. Consultancy is the right fit for your needs. This consultation is complimentary and comes with no obligation to sign up for our services.
If we decide to move forward, we’ll delve deeper into your future goals and your attitude towards risk. We will also gather detailed information about your existing financial plans and policies to ensure we have a comprehensive understanding of your situation.
With all the necessary information in hand, we will research and analyse the best financial solutions tailored to your specific circumstances and objectives. This will form the first draft of your personalized financial plan.
In a second face-to-face meeting, we will present our recommendations. We’ll walk you through each part of your plan in detail, providing ample opportunity for you to give feedback and ask questions.
Once you are satisfied with our recommendations, we will put your financial plan into action. We’ll keep in regular contact to update you on the progress of your plan and ensure everything is on track.
Life is full of changes, and your financial plan should adapt accordingly. As part of our ongoing service, we will meet at least once a year to review your plan and make any necessary adjustments to ensure it continues to meet your needs.
.jpg)
Thank you for visiting our site. Now that you have found us, we would be very pleased to hear from you. Please take a few minutes to consider what we have to offer. You won’t be disappointed.
.svg){kind=small}