The
Journey.

For us it is about changing the focus from products and putting the emphasis on you and what you want to achieve in life.

We will work with you to understand what your ideal life looks like. Once we know your life objectives, and these will be as unique as you are, we can build your financial plan to create a strategy on how to spend and structure your money – all with the aim of turning your vision into a reality. Of course, this will need to be regularly reviewed to keep it on track.

This is what your journey will look like:

1.

Initial Chat

We work with a select numbers of clients so before we meet we will schedule a quick telephone call to see if we are the right firm to help you and if not we will try to point you in the direction of someone who can.

2.

First Meeting

The first time we meet clients it usually quite relaxed. We will talk about your concerns, values and goals. Here, we are seeing if the chemistry is right. Are we right for you? Can we help you achieve what you want to? Are you right for us? One of our core values is only working with people where we can add value. If we decide not proceed this meeting is at our expense. If we both feel we can work together we will move onto the next stage.

3.

Plan

Before we meet again we will need to gather information so that we have an accurate understanding of your financial position. We will use this information together with a good understanding of you and what you are trying to achieve to develop your financial plan, this will typically take four to eight weeks. We will then invite you back in to present your plan and this will allow you to see your financial life with complete clarity and we will discuss where we can help and improve your situation. If you do not wish to proceed for whatever reason we will agree a sensible fee for time spent until this point.

4.

Implementation

If after you’ve had the opportunity to digest your plan and our suggestions, you would like to implement any of our recommendations, we will produce and provide you with a detailed recommendation report and meet again to answer any questions. Once you’re happy with everything that we have proposed, our team will get to work to implement the recommendations.

5.

Regular Reviews

As we know things change over time, so your plan needs to evolve to keep you on track to achieve everything that is important to you. We will meet with you each year to review your plan, update your objectives and review the progress we are making together.

6.

Here When You Need Us

We’re available throughout the year either by email or telephone/video call and can arrange ad hoc face-to-face meetings between annual reviews where appropriate.

We have worked with Chris since he started Begley Brown. He provides a high quality service and provides advice which is always driven by the best interests of the client. We have no hesitation in referring our clients to him in the knowledge that they will be exceptionally well looked after.

Alastair Russell

Director, Russell & Russell Chartered Accountants and Business Advisers Limited

Begley Brown have been our financial advisers for many years, and we value very highly the service they have provided us, and in particular the investment of time that they have made in truly getting to know us, their clients. We have always been able to discuss every aspect of our financial affairs with complete assurance that this will be treated with sensitivity and compassion, while at the same time ensuring that we are encouraged to be organized and rigorous about the management of our personal financial affairs.

Sir James and Lady Lynne MacMillan

Begley Brown was recommended to me about three years ago when life-changing circumstances forced me into having to make financial decisions suddenly and with no preparation. Chris and Mark took the time to meet with me, talk to me, and listen to me, before working out how to best help me. I am genuinely grateful for the support and reassurance they gave me at a difficult time, and the time they took to make sure I understood my options. I felt they genuinely had my family’s best interests are heart, and they have continued this ever since. I trust them to manage things for me day-to-day, and I know they are always available if I need to discuss anything or if anything is worrying me in between our regular review meetings. I would recommend Begley Brown to anyone.

Gillian Robertson

Senior Technical Writer

Approachable honest and reliable, for me the perfect financial advisors. In a volatile market I want to know that financial decisions made for me are well managed and I feel this with Begley Brown. I like to leave financial planning to experts and for them to guide me. This is what Begley Brown do and they do it very well.

Eddie McGuigan

Head of Microscopy Sales, Leica Microsystems

I am delighted to recommend Chris and the team at Begley Brown. As a busy SME business owner and father of 4, their core values resonated with me a lot. The experience of the investment team and clear understanding of my individual needs going forward made it clear that our interests were aligned and that they could make my investments work for me. Also their easy to use technology allows me to keep an eye on my money from my phone which is a huge benefit.

David Forsyth

Managing Director, Document Data Group

The Journey.

1.