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How much of a role does technology play when you come to us for financial advice?

Updated: Mar 23, 2021

27th August 2020

People First...

Technology, very rightly, doesn’t feature in the initial phases of our financial planning process. The focus is a conversation to allow us to really get to know you, your situation and aspirations before creating a financial plan that helps you to achieve your

life goals.

This relationship with, and understanding of, our clients is so important to us that our logo is designed to represent a two-way conversation!

Enter Technology…

Technology does play an important role after this point, but we can’t start to use it until we’re confident our understanding of you and your goals is clear.

We use leading financial platforms on which we can build portfolios for you to help you to achieve your objectives within the time-frame you have in mind. The platforms allows us to organise your investments in the most tax efficient way within appropriate wrappers eg

pensions, ISAs.

Industry-leading risk profiling software is used to analyse your attitude to risk.

Ongoing monitoring…a mix of technology and people

Technology helps us to monitor your investments, ensuring they are performing in the appropriate way. And if not, it allows us to flag this up early on so we can respond promptly and in the most beneficial way.

Culverhouse Financial Planning’s Personal Finance Portal (PFP) allows our team to consider your other assets (such as property) alongside your investments. You too can log into the PFP 24/7 to assess how your plan is progressing in line with your goals.

We also undertake formal reviews, usually every six months, to ensure that your investments remain appropriate and in line with your risk profile. And remember that our team is only a phone call away if you have any queries or questions.

Next Steps

Contact us if you have any questions about the use of technology within the financial planning process, or if you’d like to have a free no obligation conversation about financial planning.

You can read a case study about one of our current clients here.

This article was written by Culverhouse Financial Planning Ltd.

The article outlines how Culverhouse Financial Planning use technology in the financial planning journey. It does not represent financial advice. If you would like personalised financial advice please contact a financial adviser.

Remember that the value of investments can fall as well as rise and past performance is not a guide to future performance.

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