Barker & Co. has put together a 4-step approach in order to help us understand what you want out of life, enabling us to plan and monitor your finances accordingly.

   

1

Initial Meeting

This is to get to know you better, and to allow you to get to know us. We will take this opportunity to broadly review your financial goals and objectives, and we will also have an initial discussion regarding your personal attitude to investment risk.
 

2

Detailed Fact Find

This will include completion of your individual personal risk profile, meaning that we can accurately analyse your attitude to risk and enabling us to tailor our advice specifically to your situation.

 

3

Comprehensive Meeting

We will present, discuss and implement your specific solutions.
     

4

Records

We prepare a detailed report documenting the advice and recommendations that are specific to you. This will also outline the future service and reviews that you can expect to receive from us.