Our Process
We have a seven-step process in delivering our financial planning service to you.
1. Introduction
We have a complimentary initial meeting, usually via video meeting to learn about your circumstances and goals, and to explain our service and how we are renumerated.
2. Discovery
We gather your personal financial information and together identify your priorities and objectives. We populate a comprehensive Fact Find and send it to you for checking and signing before proceeding to the next step.
3. Research & Analysis
Taking full account of your existing financial arrangements and circumstances, we consider your objectives and formulate a plan which is designed to help you reach your goals.
4. Recommendation Report
We prepare a detailed report setting out our proposals and send it to you in advance of the presentation meeting so you can digest our recommendations and formulate and questions you may have at our next meeting.
5. Presentation Meeting
We explain our report and recommendations in terms you can understand and answer any questions you may have.
6. Implementation
We help you with any administration or paperwork with existing or new financial arrangements to effect the recommendations in our report.
7. Review
For our ongoing review service clients we have an annual review meeting to make any changes or to confirm you are on track to meet your financial goals.
Learn More
Get in touch with our team to learn some more about how our simple seven-step process can help you.
You and your family
About You
See how we can help you plan for a secure financial future for you and your family.
Expert Advice
Insights
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Our Pedigree
Our team are highly experienced in delivering the best customer service to our clients.
About you
You may be retired, approaching retirement or simply planning for the next chapters of your life. You may just like to make the most of your savings/investments, are considering protection and estate planning.