home our value to you why us? how we work our philosophy David Jones Contact Us
Authorised and regulated by the Financial Services Authority.
The FSA does not regulate all of the products and services we provide.
What process do we use?
A disciplined professional and comprehensive lifestyle financial planning process as detailed below:
   
Initial consultation.
Identify needs & objectives.
Discuss objectives, strategy & solutions.
Preparation of financial
plan & review.

Presentation & consideration
of plan.

Implementation of plan.
Ongoing plan reviews, services & guidance.
   
   


 
 
Ongoing Wealth Management Service
 

Ongoing advice and review regarding your portfolio should be of high priority and in fact, is an aspect of our service that we believe is essential to ensure that your portfolio continues to meet your lifestyle and investment objectives.

Your financial objectives may change over the years due to changes in your lifestyle or circumstances. Similarly, your financial strategy or your investment portfolio may become unsuitable for a range of reasons including:
 
 
Changes in economic environment
Changes in legislation
Changes in your needs and objectives
Opportunities arising due to taxation legislation
(or opportunities about to close)
Fund manager performance
Specific investment performance or performance of particular sectors
Improvements in available investments
Tax position of various investments
 
 
At David Jones Financial Planning Limited ALL clients are equally important to us. However, we recognise that all clients do not have the same service requirements. That is why we offer alternative management service options - YOU choose the wealth management service option that suits your needs. If you do not require our full range of services, you don’t have to pay for them.
© David Jones Financial Planning Limited 2005 All Rights Reserved