Discovery Meeting
We will explain who we are, how we can help you achieve your financial aims and goals, what we will deliver and how much it will cost.
It is your opportunity to decide whether you would like to work with Mint Wealth Management.
Research and Report
We will analyse your situation and requirements and thoroughly research the best options for meeting your short, medium and long term objectives. Our recommendations are clearly explained in your personalised report.
Implementation
Most clients find it helpful to have a follow-up meeting to discuss the recommendations we have made, clarify any queries and agree how to proceed. Following this meeting, we will implement the plans you have agreed.
Ongoing Review
Our service does not stop there. We believe that keeping clients up-to-date on the progress of their financial plans is as important as developing them in the first place. That’s why each client and their adviser agree an appropriate level of ongoing service.
Costs
Of course we make a charge for our professional services, but we guarantee that there will be no nasty surprises. We always ensure that our clients fully understand and agree the cost of whatever we’re going to do for them, before we do it.
Head Office: 10 - 11 Gander Lane, Barlborough Links
Derbyshire S43 4PZ
Telephone: 01246 813 099
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Mint Wealth Management is an appointed representative of Mint Financial Services Ltd which is Authorised and Regulated by the Fincancial Services Authority. |
Authorised and Regulated by the Financial Services Authority
Mint Financial Services Limited is entered on the FSA register (http://www.fsa.gov.uk/register/) under reference 217742
Registered Office: 10 - 11 Gander Lane, Barlborough Links, Derbyshire S43 4PZ
| Telephone: 01246 813099 | E-mail: info@mintwm.co.uk
VAT No. 880985079 | FSA Registration No. 217742