At Hexagon Wealth, we work hard to understand our clients’ priorities – what they want from life, their dreams, their realistic goals.
We are led by your personal preferences. From our first meeting with you, to your ongoing correspondence, every step of your journey is tailored to you.
Your Journey with Us
Every step of your financial journey is tailored to you.
Initial Meeting
We want to provide an environment that puts you most at ease. We can hold meetings in person at our office, your home, a location of your choice, or digitally. We encourage you to invite a trusted individual to accompany you if it cultivates greater confidence.
Your initial meeting with us is complimentary, where you will be provided with details about the services we offer and our transparent charging structure.
Getting to Know You
We will start your journey by getting to know you. We aim to get a full understanding of your personal and financial circumstances, your aims and aspirations for the future. As well as completing a fact-find document, we aim to achieve a good understanding of your appetite and tolerance of investment risk.
We will work with you to build an ongoing level of service that meets your needs.
Our Ongoing Service
Thereafter, we will provide you with a rolling programme of regular reviews and monthly market insights, designed to ensure you are informed and in control of your wealth journey.
As part of our ongoing service, you’ll have access to your financial plans 24 hours a day through our personal finance portal.
