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How we Work
Terms of Business
Privacy Statement
Disclaimer

Key Facts about the Costs
of our Services
Initial Disclosure Document
(IDD)
financial advice aberdeen


"We realise the importance of quality financial planning and the impact our advice has on your future prosperity. At H&R Wealth Management we operate an open business philosophy and work hard to understand your requirements, present the very best solutions and advice, disclose how we earn our money and provide a highly personal, confidential service at all times."

Richard MacMillan & Ian Robinson
Directors - H&R Wealth Mangement Ltd


How we Work

There are many stages involved in achieving your financial goals. At H&R Wealth Management we use a two stage plan with our clients.

Stage 1

- Setting your financial goals.
- Ascertaining where you are now.
- Analysing whether you are already on target to achieve your goals.

Stage 2

- Construct a Financial Plan
- Agree implementation of the plan
- Ongoing plan reviews to ensure you remain on target to achieve your
financial goals.

As this report will provide the foundation for all your future requirements and to reflect the time spent in producing such a report, a fee will be charged.

As a guide, we would anticipate a fee of approx £500 for meetings, analysis and production of the report. You receive a detailed financial plan complete with expert advice to ensure your future financial prosperity.


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