Our Approach

Clear, independent financial guidance. Built around your life
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Our Services
1

Your Initial Contact

We arrange a convenient time and location for our initial meeting.
Before we meet, you’ll be asked to gather relevant financial documentation, including life insurance, mortgage details, pensions, savings, investment statements, and bank statements. This helps us form a comprehensive view of your financial situation and allows you to highlight specific areas you wish to address.
2

Your Review

We evaluate your current financial situation and help clarify your goals.
During your review, we outline our services, fees, and the scope of advice we provide. This meeting is your opportunity to discuss any additional topics or areas of concern. Together, we review your assets and liabilities, identify your financial priorities, and discuss your attitude towards investment risk.
3

Preparing Our Recommendations

Using the information provided, we create a detailed and personalised financial plan.
We carefully consider whether the proposed financial plan aligns with your long-term goals and ensure you are comfortable with the recommended timelines. After comprehensive market research, we evaluate various financial products and providers, producing a clear and detailed strategy document tailored specifically to your circumstances.
4

Discussing Our Recommendations

We clearly and thoroughly explain our recommendations.
Our goal is to ensure you fully understand our rationale for selecting specific solutions and financial products. We discuss the key features, benefits, and implications of each recommendation. Additionally, we clearly explain any associated costs and provide guidance on how you can monitor the ongoing performance of your investments.
5

Preparing Our Implementing Your Plan

We handle the completion and submission of all necessary documentation.
Once you are satisfied with our recommendations, we ensure that each agreed element of your financial plan is fully implemented. Where necessary, we liaise directly with your accountant or solicitor to ensure seamless coordination.
6

Reviewing Your Plan

We agree on how regularly your financial plans should be reviewed.
The frequency and method of contact (face-to-face, phone, or email) are entirely your choice. Should your personal circumstances change, we encourage you to inform us promptly so we can adjust your financial strategy accordingly. Life events such as marriage, childbirth, career advancement, or property purchases can significantly impact your finances, necessitating timely reassessment and strategic adjustments.
The success of your financial strategy depends upon our joint commitment. Myriad Wealth’s dedicated support coupled with your active engagement to achieve your long-term financial objectives.

Why it works?

Clear, independent financial guidance. Built around your life
  • Independent and FCA-regulated
  • Long-term partnership, not one-off service
  • Transparent, structured process

FAQs

Everything you need to know about the product and billing. Can’t find the answer you’re looking for? Please chat to our friendly team.

We outline our services, discuss your circumstances, and explain our process; there is no cost or obligation.

No, we do not have a minimum asset level, we confirm suitability of our services on a case-by-case basis.

This depends on the service level agreed; we usually offer at least an annual review with contact available in between as required.

We charge fees for our services, agreed with you in writing before any work begins.

Yes, meetings can be held in person, by phone, or via secure video call.

Yes, you can choose not to proceed at any stage; any fees will be clearly explained in advance.