0121 270 7342

Our Financial Planning Process

Our Financial Planning Process at BlackStar

Identify your Goals

Before starting the investment process, the first step is to identify your financial requirements and your financial objectives.

Agree a Strategy

When we have agreed on the strategy for your financial plan we will assess your attitude to risk and the requirements of your plan, then agree a suitable approach. We will then produce a bespoke solution that is created to match your personal requirements.

Our portfolios offer a range from cautious to adventurous, and the more risk you are prepared to take the more return you should expect over the medium-to-long term.

We offer a review consultation on at least an annual basis where we will review your current financial position and make recommendations on adjustments to your plan if necessary. We will also review your portfolio confirming the level of risk and the funds selected are still suitable.

Keeping up to date with your Investments

With BlackStar Wealth Management’s service you will normally have unlimited access to your account information.

Cost

The current cost of our services covers the administration, investment and monitoring of your portfolio. An initial set up fee is charged for the initial planning and reports and an ongoing % of your investment funds, which varies slightly depending on the complexity of your circumstances and size of funds involved. We will always confirm costs before proceeding.

There are no exit or withdrawal fees charged by BlackStar Wealth Management should you wish to terminate our involvement.