How We Do It

We will create your unique Financial Plan which will act as a working document reflecting the essence of what is truly important to you. This will effectively act as our mutual guide upon which all future financial decisions are based, so our attention to your detail is vital.

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Understand your needs

We will discuss your needs today and future life goals. We will also review your current financial planning and tax arrangements, which may include existing pensions, investments, business assets and cash in the bank. We will agree a fee for our advice before we proceed.

Develop a Strategy

We agree a financial strategy based on your objectives, and an assessment of your risk profile. This may include one, or all, of these areas; cash-flow needs, investing your funds, tax-efficiency and family or business protection.

Presentation

We will recommend a personalised and written financial plan which sets out how you will reach your life goals to the time-line you have chosen. We will ensure you know of all options open to you, with the benefits and drawbacks of each one.

Implementation

On your instruction, we will implement your financial plan by setting up the appropriate policies for you. As independent financial advisers we ensure you have the best product from the whole of market, based on your needs.

Review

We work with our clients on a long-term basis. Regular annual reviews aim to ensure that your financial plan remains appropriate for you. At these meetings we re-assess your attitude to risk which may change over time, review any changes to your circumstances to aim to ensure they meet your long-term goals.

The Financial Conduct Authority does not regulate taxation advice.

The value of your investment can go down as well as up and you may not get back the full amount invested.

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Amethyst Independent Financial Advisers LLP 83 Howard Street, North Shields, NE30 1AF is authorised and regulated by the Financial Conduct Authority

The Financial Conduct Authority does not regulate taxation and trust advice and some aspects of buy to let mortgages

We are entered on the Financial Services Register No 623925 at register.fca.org.uk

Registered in England with No. OC392353

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.

Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS'). Please see the following link for further details: financial-ombudsman.org.uk