How We Work
Our process is divided into three key stages;
Step One.
We firstly want to understand YOU. Who you are and what you are seeking to achieve? What does your life look like today and what do you want your money to provide tomorrow, and beyond? Tell us what is important to you... How you spend your money... What is on your bucket list today and in the future... Step Two.
Having understood what is important to you and what memories and moments you want to create along the way, we build your financial plan and in some cases a cash flow too, so you can actually see a simulation of how your financial picture builds and delivers. Step Three.
Lastly, we 'plug in' the investment products, pensions and investments, which will be required to build your perfect financial life plan. |
Steven Mufti & Associates Ltd is authorised and regulated by the Financial Conduct Authority.
Financial Services Register Number 607613. Registered in England & Wales, Company number 8664240. Registered Office address: 27 Armitage Court, Ascot, Berkshire, SL5 9TA. Telephone: 01344 623811 Email: advice@smawm.co.uk The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK. The FCA does not regulate taxation advice. The value of your investments may fall as well as rise. Financial Conduct Authority register: https://register.fca.org.uk/ShPo_FirmDetailsPage?id=001b000000NMlk7AAD |