a.r.d. consultancy

how we work

Trust in our expertise as we guide you towards making informed decisions and maximising the potential of your investments.

Trust us to navigate the complexities of investment planning.

At A.R.D. Consultancy, we are committed to empowering you with the knowledge and strategies needed to optimise your investments. With our team of experienced professionals, we offer impartial guidance tailored to your unique financial goals. Whether you are new to investing or looking to refine your portfolio, we are here to provide clear, structured advice on a wide range of investment opportunities.

Speak to Our
Investment Experts
Today

If you are ready to invest in your future, contact one of our advisers today. We'll provide expert guidance on available investment opportunities and help you get started with confidence. Let us simplify the process and empower you to make informed investment decisions.

A.R.D. CONSULTANCY

Here’s how we work…

We align your financial goals with a tailored, diversified portfolio of UK and international investments. Through regular reviews and active management, we aim to maximise returns and minimise risks. We keep you informed with regular updates and work closely with your tax and legal advisors to ensure a cohesive financial strategy.

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Initial Consultation

Our journey together begins with an initial face-to-face meeting to get to know each other. We will discuss your financial aspirations and determine if A.R.D. Consultancy is the right fit for your needs. This consultation is complimentary and comes with no obligation to sign up for our services.

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Fact Find Meeting

If we decide to move forward, we’ll delve deeper into your future goals and your attitude towards risk. We will also gather detailed information about your existing financial plans and policies to ensure we have a comprehensive understanding of your situation.

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Planning

With all the necessary information in hand, we will research and analyse the best financial solutions tailored to your specific circumstances and objectives. This will form the first draft of your personalized financial plan.

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Recommendations

In a second face-to-face meeting, we will present our recommendations. We’ll walk you through each part of your plan in detail, providing ample opportunity for you to give feedback and ask questions.

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Implementation

Once you are satisfied with our recommendations, we will put your financial plan into action. We’ll keep in regular contact to update you on the progress of your plan and ensure everything is on track.

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Ongoing Review

Life is full of changes, and your financial plan should adapt accordingly. As part of our ongoing service, we will meet at least once a year to review your plan and make any necessary adjustments to ensure it continues to meet your needs.

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