The Financial Planning Process

We have a rigorous process in how we engage with clients:

FIRST APPOINTMENT

This appointment is free of charge. At this meeting we will start to establish your current situation and your financial objectives. We call this a “fact find meeting”. We will discuss service levels and payment options.

RESEARCH & ANALYSIS

Once we have established all the facts and what you are looking to achieve, we will start the analysis and research process to ensure our subsequent advice is exactly what you are seeking.

We employ the very best people and the very best technology to enable us to find the best answers and solutions in the most efficient and creative way.

FOLLOW ON APPOINTMENT(S)

We will review our research and analysis and present our subsequent advice. We will present our findings and advice in a manner to suit you. If you are agreed, we will implement the financial planning proposed and ensure we undertake the work and administration also.

FULL WRITTEN REPORT

We always finalise any advice and implementation by providing you with a detailed, written suitability report. This report explains the reason why we have advised certain action be taken and provides key information on the process, products and services proposed.

REGULAR REVIEW MEETINGS

These are extremely important and we highly recommend all clients agree a service level that allows for regular reviews. Your situation and legislation change all the time. To keep your objectives on track it is essential that you meet with your adviser and advice team on a regular basis.