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Susan Baker Financial Planning

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Susan Baker Financial Planning

Overview:

your advice starts with you

This is about getting to know you and what’s important to you. At our initial meeting we also discuss with you how we can help and the fee for your particular advice. The initial no-obligation consultation is at our expense.
Research & Design — Your advice is designed specifically for you using a mix of financial strategies, risk profiling, asset allocation, product choices and personal and investment disciplines. We use market leading specialist researchers, technical experts and consultants to help us form the foundation of quality analysis and tailored advice.
Recommendations — We present your advice to you in writing in a clear and concise way, skilfully making the complex simple, yet fully transparent and take the time to explain our recommendations and answer any questions you have for your better understanding.
Implementation — On your approval to proceed, we manage the implementation and follow-through of your plan through efficient processing standards so that we uphold another key element of our commitment to you.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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