Services
Teylu, together with its Trusted Connections in many other professional disciplines, will provide you with ongoing individual support across a number of areas including:
Family
Help
Helping children, assisting parents, enjoying your lifestyle, education costs and large goals.
Protecting
Lifestyle
Replacing income, family security, personal health, long-term care and protecting your business.
Financial
Comfort
Managing your nest egg, generating income, reducing tax, saving for the future and lifestyle income.
Retirement
Planning
Clarifying vision, health challenges, managing change, housing options and enjoying your lifestyle.
Building
a Legacy
Wills and instructions, preserving your estate, directing your estate, charitable giving and living legacies.
To do this we have a four-stage process:
1. Initial Discussions and Discovery
A series of conversations and meetings at our expense to establish if and how Teylu can help.
2. Analysis and Planning
Having gathered information in the first stage, recommendations will be prepared, likely covering a number of areas for your consideration.
3. Implementation
Agreement on which area(s) are a priority to address and look to enact them in as easy a way as possible.
4. On-Going Service and Forward Planning
Checking in with you in an agreed way to ensure that all is working as it should, any outstanding areas are addressed and plans are updated as circumstances change.
Further details of all these stages can be found in our “Information About Our Costs and Services” document.
Trusted Connections
Teylu brings to bear over a quarter of a century’s worth of experience in advising clients, however there are areas we don’t cover, Mortgages, Legal, Accountancy, Insurance, Web Design, IT Support, for example. We therefore have our Trusted Connections, all of whom are specialists that complement our expertise. You are not obliged to use them and Teylu is happy to work with your existing advisers, but they provide an option should you need it.