How we do it

How we do it

Your dreams,
our expertise

We understand that financial goals aren't one-size-fits-all. Your financial journey should be as unique as you are. That's why we start by listening – really listening – to your dreams, ambitions, and concerns. By getting to know you on a personal level, we can design a financial plan that's tailored to your specific objectives, no matter how big or small they may be.

Planning for
tomorrow, today

Our approach is proactive, and it's all about planning for tomorrow while living your best life today. We work closely with you to develop a roadmap that considers your current financial situation, risk tolerance, and timeline. Whether you're looking to build wealth, save for education, or ensure a comfortable retirement, we're dedicated to helping you navigate the twists and turns of your financial journey.

Your financial partner

At Newark Wealth, we won’t just leave you to get on with things, we're committed to being your financial partner for life. As your goals evolve, so will your financial plan. We'll be right there with you, adjusting and fine-tuning your strategy to keep you on the path to success.

The process

  • The initial discussion

    This is a meeting at our cost so we can get to know each other and find out if we’ll work well together. We’ll explain how we charge for our services too.

  • Defining your goals

    Defining your goals – this is where we dig into the nitty gritty and find out what you really want to achieve with your money.

  • Research and analysis

    We’ll go away and crunch the numbers and prepare our recommendations.

  • Your plan

    We’ll present the details of our recommendations, explaining each aspect in simple terms, and giving you plenty of time to ask questions.

  • Implementation

    Once you’ve had a chance to think things through, and confirm that you’re happy, we’ll begin implementing the financial plan.

  • Regular reviews

    Once your plan is up and running, we’ll meet regularly to check on its progress against your goals and make any adjustments along the way.

The fees

Our charges are based on several factors, including the complexity of your case, the level of work required, and the value of your investments. We'll make sure you have a clear understanding of our fees before we start working together.

Our initial meeting is at our expense: this is a chance for you to experience the quality of our advice without any financial commitment on your part.

During our discussions, we will provide a detailed breakdown of our charges, ensuring that you have a comprehensive understanding of what you’re paying for and the high-quality service you will receive in return.