Welcome to Station International
Our Process
STAGE 1:
Understanding what you want
Through an initial meeting or telephone interview, we will gather some basic information about you and your financial objectives. We will answer all of your questions and explain each of the stages of financial planning. From this we can begin to establish your needs.
We can share examples of wealth management solutions we have provided other clients with similar financial objectives and give an indication of the typical costs involved.
We can share examples of wealth management solutions we have provided other clients with similar financial objectives and give an indication of the typical costs involved.
STAGE 2:
Explaining your choices and options
We will explain all the choices of levels of advice and service available and help you make the right decisions. At this stage we will be able to set out roles, responsibilities and deliverables.
STAGE 3:
Planning, research, analysis and strategy
Through Station International's global group of companies and our investment committee, we will do the complex financial research necessary to ensure that you get the best advice - suited to your personal circumstances. This is done by using market leading IT, modelling programmes, expertise and knowledge. You will be provided a customised plan to make everything crystal clear and logical.
STAGE 4:
Implementation and making it work for you
The process begins once we have your agreement on your chosen course of action. This involves arranging investments and/or other solutions on your behalf and may extend to implementing a specific financial planning process, such as estate planning. Station International will act as the intermediary for you with a view to arranging the most efficient, headache free and cost-effective solutions possible.
We will act on your instructions and do what is right for you - you will have a choice of levels of service and a range of ways to remunerate us for our expertise.
We will act on your instructions and do what is right for you - you will have a choice of levels of service and a range of ways to remunerate us for our expertise.
STAGE 5:
On-going service, support and reviews
An on-going relationship with our clients has always been integral to our business. Dependent upon your circumstances and preference, the frequency of this may vary but the purpose is to monitor your on-going position to ensure that the plan implemented continues to meet your requirements. Your financial reviews will reassess your objectives as they move and reapply the advice process continually.
We will meet as often as agreed and provide other ways of keeping in touch to ensure your can reach us anytime. With proactive management and advice we will keep you and your financial action plan up to date.
We will meet as often as agreed and provide other ways of keeping in touch to ensure your can reach us anytime. With proactive management and advice we will keep you and your financial action plan up to date.