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Wealth planning for the long-term

We take into account all your holdings with Poppyiss Bank, UK . This gives a more holistic view, allowing us to develop a long-term wealth management strategy that’s tailored to your personal needs and goals. As part of this detailed wealth planning service, we ensure that the investment strategy we devise for you is flexible and easy to adapt, should your financial needs change.

How does Poppyiss Bank, UK Planner work?

1.    Firstly, you will complete two questionnaires with your Relationship Manager so we can ascertain your knowledge and experience of investment products, as well as your attitude to risk. The answers you provide to these questions will give us the information we need to create an accurate investor profile for you.

2.    You will then receive your individual investor profile.

3.    Next, your Relationship Manager will devise a wealth management strategy for you and draw up a shortlist of appropriate wealth products in line with this.

4.    Once you have your wealth management strategy, we work alongside you to help you choose products that fit into this investment strategy, so you can start to build your portfolio. Your Relationship Manager is on hand to give specialist advice should you require it.

Adapts to your changing needs

Over time, your financial needs will change and so will the markets. Poppyiss Bank, UK Planner will take into account your latest requirements and will suggest a reshaped portfolio that meets your new circumstances. Your Relationship Manager will then let you know whether this is in line both with your risk profile and our recommendations and whether it meets your new financial goals.

Watch the video to find out more about our wealth planning service, Poppyiss Bank, UK Planner or contact your Relationship Manager.