The Process

Our financial planning process incorporates six steps, as outlined below:

1. Initial meeting/discovery

We begin each relationship with a discovery process that is designed to help us gain a better understanding of your specific needs and objectives. At this initial meeting, we discuss your current financial situation, your specific goals and any challenges you may face as you work toward those goals.

2. Establish goals and gather records

Once we have gained an understanding of your current financial landscape, our next step is to help you articulate your goals and priorities. While some clients come to us with very specific goals in mind, others have a more abstract idea of their objectives. Because our wealth solutions are designed with your specific goals in mind, we strive to help you identify exactly what those goals are.

It is also during this stage that we begin to gather relevant records, account numbers, etc. so that we may begin the process of transferring any necessary accounts.

3. Prepare your comprehensive financial plan

During this step, your wealth advisory team reviews your existing legal documents, insurance policies and portfolio holdings. They identify what is currently working, as well as opportunities for improvement. As your trusted adviser we build a financial plan that is tailored to your current situation and focused on achieving your goals.


4. Present recommendations

At this stage of the planning process, we present our specific recommendations. We discuss with you the potential impact of any changes and how we believe our recommendations will help you achieve your goals.

5. Implement your financial plan

Once we agree upon a course of action, we seamlessly integrate all aspects of the financial plan. As we have already developed an understanding of your objectives, your current situation and your existing accounts, we will likely be able to implement your plan with little input from you.

6. Review, update and monitor the plan

As your needs and objectives change over time, we continuously review, update and monitor your plan. We will meet with you on a regular basis to discuss any changes that may impact your plan, and we proactively make changes to help ensure your plan continues to help you achieve your objectives.

Our Address
46 St. George’s Road, Bolton, BL1 2DD
Contact Us

Camargue House LLP is a Limited Liability Partnership registered in England and Wales. Company number: OC363198. Registered Address; 46 St. George’s Road, Bolton, BL1 2DD. Camargue House LLP is an Appointed Representative of CAERUS Financial Limited. CAERUS Financial Limited is part of the CAERUS Capital Group, which is wholly owned by Intrinsic Financial Services Limited. Old Mutual Wealth Holdings Limited owns 100% of the share capital of Intrinsic Financial Services Limited. CAERUS Financial Limited is authorised and regulated by the Financial Conduct Authority, FCA number 497604. CAERUS Financial Limited is a limited company registered in England and Wales, registered number 06784783, registered office, Wiltshire Court, Farnsby Street, Swindon, Wiltshire SN1 5AH.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Further consumer information is available from the Financial Conduct Authority via the following link

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