The Reveal Process™

The Reveal Process™

Presentation of your bespoke Lifetime Cash Flow Forecast and Conclusions, recommendations and On Purpose Action Plan™. Depending on the conclusions drawn and the complexity of your arrangements, the exact timing and order of this process may vary.

Integrated Wealth Management Plan™ Delivery

Your Integrated Wealth Management Plan and associated Technical Reports, Key Features documentation and personal illustrations will be presented to you for reading and consideration.

Reveal Meeting™

We will run through with you live on screen your bespoke Lifetime Cash Flow Forecasts, what if scenarios, shortfall calculations and the conclusions drawn. We will answer any questions you may have and will then agree with you the next steps, including your initial On Purpose Action Plan™.

On Purpose Action Plan™

What needs to be done, when and by whom.

Integrated Financial Planning

All of us have things that we would like to achieve in our lives, whether two, five or ten years down the line, or perhaps we may want to leave a legacy of some kind. But in order to realise these dreams, we need to be both focused and financially organised.

Wealth Management

Our team of experts will provide you with a high-level professional service, taking a holistic approach in co-ordinating all areas of financial management, planning and investment advice, to ensure your wealth is always working for you.

Testimonials

At Affinity Integrated Wealth Management we always encourage feedback from our clients as their opinions on our work are of paramount importance to us. Please take a look at our testimonials page to read some of the comments that we have received.