Step by Step guide

Our clients benefit from our holistic approach to financial planning. This means that we carry out a full analysis of your current situation and help you categorise your financial goals and aspirations, as well as identifying shortfalls and immediate priorities. Only then, will we prepare a Financial Plan.

Step 1 – Make Contact

We are never further than a phone call away, so please feel free to contact us and an adviser will be able to help ascertain whether we can add value to your financial planning.

Step 2 – Initial Exploratory Meeting

The adviser will complete a comprehensive fact-finding document in order to fully understand your current financial and personal circumstances, aspirations and financial goals,  which will enable them to give appropriate and relevant advice.

Step 3 – The Financial Plan

With all the relevant information collated, we will undertake necessary research to help us build and prepare a Financial Plan which will highlight any suitable recommendations (eg. investment, pension, personal protection), in order for you to have the best chance of achieving your financial goals. Your Financial Plan will be presented thoroughly, which will include a declaration of the associated fees, before any implementation is agreed.

Step 4 – Implementation

At this stage, we will facilitate the recommendations but only upon your agreement. You will be updated throughout the application process until it is completed.

Ongoing Assistance and Annual Reviews

Following implementation of your Financial Plan, there are three levels of ongoing advice and service which allows us to monitor your financial affairs and review on a regular basis. All options are explained to ensure you are fully informed of what is entailed in each service type so that you can decide which one suits you best. By engaging clients in our ongoing service programme, this will enhance and encourage a trustworthy and sustainable relationship.

And finally…

All our procedures, fee arrangements and FCA regulations are explained at every stage and we are happy to offer payment options to suit your requirements and affordability.