Our Wealth Management Process

In our initial meeting, we'll discuss your current financial situation, budget and discover too, answers to the following questions

What’s important to you and your family?

Where are you at the moment and what are your most urgent priorities?

Where do you want to be and what would you like to achieve in the future?

Who else do we need to consider in creating your plan?

What other issues do we need to consider?

What’s your current investment experience?


Whatever your dreams are in life, good financial advice can help you achieve them. We're here to help you decide what to do right now, so you can live for today knowing you're prepared for the future.

Wealth Creation

Wealth Protection

Retirement Planning

Loans & Mortgages



1. Introductory Meeting & Fact Find

Before any investment strategies can be recommended, we seek to fully understand your situation.

We will gather information on your personal and financial circumstances, taking into account your assets & resources.

From there, we will discuss your goals and aspirations as well as your attitude to risk.  This will form the foundation for our future analysis and recommendations

2. Advisor Research

We use the latest analytical tools to understand the breakdown of your existing assets and how these are performing against your set objectives.

We believe that a critical part of design is ensuring there is a match between your goals, aspirations, attitude to risk and the eventual asset allocation of your investment plan.


3 Presenting Solutions

Once we have completed our analysis, we will design a recommended strategy based upon the most appropriate investment options.

We will always present our recommendations in a simple and straightforward way, either by email or hard copy, whichever format you prefer.

We will store a copy of our recommendations, supporting information and any other important documents you provide on a personal and secure website that you can revisit whenever you like.

4. Ongoing Service

As a client of Mat White Financial Services, you will be offered guidance and support.

You will be able to view your investments and track their progress against your goals on your personal website.

If you want to make any adjustments or if your personal situation changes, you can use the secure messaging system on our site to reach your adviser. 

Alternatively, you can reach our team by phone or email or arrange a face to face meeting.

Service Proposition Schedule
Proposition 1
Proposition 2
Transactional only

Professional expertise and governance embedded into our investment processes

Annual statement of holdings

24 hour access to your portfolio via your own personal client website

Secure messaging and updates

Access to all information on mobile devices

Access to our support team

On-going access to your adviser

Regular Valuations

On-going expert support

Regular Portfolio Rebalancing

Review Meetings including

Review of Objectives

Review of Risk Profile

Review of Asset Allocation

Review of Tax Changes

Updates & Valuations

Comprehensive Financial Health Check:

Estate Planning

Income / Expenditure Review

Free fund switches

Drawdown Review

Drawdown application

Drawdown Withdrawals

Minimum cost




Cost based on the total value of your investments




Minimum cost

12 Hours

4 Hours


Mat White Financial Services is registered in England and Wales 09391366 and is authorised and regulated by the Financial Conduct Authority. FCA number 679903

Copyright Mat White 2023

Call Now Button