Often a client has a varied and complex range of assets held in different jurisdictions with associated tax consequences. These types of clients may require a holistic financial plan.
At Pointhaven we treat each of our clients as individuals, and assess their situations in a bespoke fashion.
This process will involve detailed analysis of the client’s psychology to money, their risk tolerance for various aspects of their estate and will require a great deal of time to understand the individual needs, objectives and requirements.
We present our findings in a comprehensive report, which gives a ‘life plan’ for the client and provides them with both timing and action points, for the various important junctures in their financial life. Our reports also incorporate action required in the event of emergencies and the correct steps to take. This gives our clients peace of mind that in the event of any circumstance they are fully prepared.