Client journey
When welcoming a new client to MDM Wealth, we work in the following way.
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1.
Engagement
This meeting is held at our expense, giving us the opportunity to understand and ascertain your financial and life objectives.
2.
Discovery
Once we’ve established what you’re trying to achieve, we will spend time prioritising and clarifying your objectives, and collecting the data to establish your current financial position.
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Recommendations
We will set out recommendations that are designed to achieve your financial goals.
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Implementation
We take the stress away from implementing your plan by preparing all the documentation required to put your plan into action. We will then carry this out with minimal effort from you, keeping you updated along the way.
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Review & progress
We offer ongoing services to make sure the plans we have set up are on track to achieve your objectives, and to make any changes necessary if your personal, family or corporate circumstances have changed.
01788 711655
hello@mdmwealth.co.uk
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