Our Services
Our services are designed to provide the support you need regardless of where you are in your financial journey. Different circumstances come with varying levels of complexity. The more complex the work involved, the greater the amount of time and resources required in order to provide you with value.
Our three core service levels are as follows:
Basecamp
This service focuses on helping you build the foundations of your finances so that you have the platform to grow and truly begin your financial journey
Ascent
This service focuses on keeping you on track towards achieving your medium and long term goals through closely monitoring your progress and reacting to changes in your circumstances
Summit
As you approach your financial peak, this service helps to maintain the financial security which you have worked hard to build and helps ensure you can enjoy this for as long as you can, with an eye on helping you pass this on to your loved ones
How it works
Our core services are designed to build long-term relationships with our clients and have a minimum term of 12 months.
There are no initial adviser charges. We do not charge any percentage based fees. Our clients only pay a monthly charge for our services.
Whilst the size of your portfolio and its different component parts may influence the complexity of your circumstances, our costs are not based on how much we may manage for you.
Some clients may wish to engage with us on a one-off or ad hoc basis, and any fees for such work would be agreed at outset. We may also engage in bespoke charging for unique pieces of work, such as managing the finances for your whole family.
or call us on 0161 515 4589
The Process
We will get an understanding of your circumstances to explore how we can help. It’s your chance to ask questions and decide if you want to work with us. Once we have established the complexity involved with your circumstances and the appropriate service for you, we will proceed to the next stage once you’ve signed a client agreement.
Initial Discussions.
A comprehensive review takes place to gather all the information needed to provide you with advice.
Review.
We will analyse your circumstances, review any existing products as needed and build your plan. We will then produce an advice report which explains what we recommend and why.
Analysis.
We will meet to summarise the advice, answer any questions and ensure you are happy with our work.
Presentation.
We provide an ongoing service where we will meet regularly in line with the level of service which is appropriate for you. We will monitor the various elements of your financial plan, update your cash flow model (which forms the centre piece of the work we do) and alert you to actions needed for changes such as in tax, legislation or the markets.
Ongoing Advice.
Our services include
Mortgages
Protection Planning
Pension & Retirement Planning
Investment Advice
Tax Planning
Business Investment & Exit Strategies
Inheritance & Legacy Planning
Get in touch
To begin your journey with Rise, please get in touch using the contact form, book a meeting link or use the details below to arrange a no obligation initial consultation
Main: 0161 515 4589
London: 0208 124 6555
Email: luke@risefp.co.uk