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The Pantheon Financial Ltd Group has become aware that a scam email is being sent out by a company claiming to be us which is requesting personal details from the recipients. This email, and those similar to it, have been designed to steal your personal information, therefore DO NOT RESPOND TO IT. Pantheon Financial do not send out unsolicited email nor would we ever ask for your personal information by email. If you are in any doubt about the validity of an email purporting to come from us, then please contact us on the advertised phone number. Pantheon Financial Ltd has no connection with Pantheon Ventures Ltd or its affiliated companies, or with funds managed or advised by Pantheon Ventures or its affiliated companies, including Pantheon International Participations Plc. |
Key Steps to Financial Planning with Pantheon FinancialStep 1 - And in the beginning...An initial meeting with one of our consultants is a two-way flow of information. Our aim is to get to know you and likewise you have the opportunity to learn more about Pantheon Financial – who we are, what we do and how we are remunerated. A detailed fact finding process will be conducted to ascertain your current circumstances, attitude to risk, existing investments and future aspirations. We will establish your financial needs and identify any areas in particular that require our attention. Step 2 - R & DIf after the initial meeting you would like to continue, the next stage is for us to carry out comprehensive research. We will use the results of our fact find and research to develop financial planning recommendations to meet with your objectives. We utilise the latest technology to carry out research, identifying products that best suit your objectives and attitude to risk. Your risk attitude, established during our initial meeting, is at the forefront of our mind when carrying out research and developing financial strategy proposals. Whilst our consultants are trained to the highest standard in all aspects of financial planning, we also have dedicated departments where specialist knowledge can be called upon where appropriate. For example, our dedicated mortgage and pension specialists will be consulted with if required. Step 3 - Strategy ProposalsA second meeting will then be arranged during which the consultant will present, in detail, the research findings and proposals. If appropriate, our specialist consultants will also attend the meeting to ensure you are armed with all necessary information. The presentation will include disclosure of all charges from product providers and the remuneration we will earn by way of commission or fees. We do not expect decisions to be made immediately and encourage you to review the proposals yourself following the meeting. If after this stage you would prefer not to continue the assignment will be concluded. Step 4 - ExecutionOnce any questions or issues have been addressed and the proposals have been adjusted accordingly, we will then proceed to implementation. The necessary paperwork will be completed, processed by our dedicated administration department and your assistance with any personal documents that are required for identification purposes will be called upon. We will forward all documentation for your own personal records. Step 5 - ReviewYour objectives will naturally change over time, therefore it is important that you advise us of any changes to your personal circumstances. Any changes can affect your financial plan and should be discussed as soon as possible. To learn more about Pantheon Financial and to make an appointment with one of our consultants, please: Email: enquiries@pantheonfinancial.co.uk Or call: 0845 129 8819 Or complete our online enquiry form and one of our consultants will be in contact as soon as possible.
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