Our Process for Providing Financial Advice
The initial advice process covers our first appointment all the way through to the implementation of your financial plan. Managing your finances is not a ‘set and forget’ procedure – it is something that requires regular review.
Initial Consult
We have a continuous review system in place that involves each of the following components:
Goals – Identifying where you want to be
We help you identify your financial and lifestyle goals. This makes sure we understand your needs and you can understand what to expect from us.
Options – Considering the opportunities and risks
We assess your current situation and investigate the options available for you to reach your goals.
Strategy – Bridging the gap
Based on discussions with you and research we conduct, we will devise a strategy to bridge the gap between where you are now and where you want to be.
Implementation – Bringing your plan to life
We work closely with you to implement your financial plan. We help you to complete any necessary paperwork and are available to attend meetings with your accountant, solicitor and general insurer so that your strategy is implemented efficiently.
Staying on track with regular ongoing advice
We design an ongoing service programme to ensure your plan remains up to date as your life changes and so you can obtain the benefits of ongoing reliable advice.
Sometimes, life takes us in unplanned directions. When you need a little extra help on top of our initial or ongoing advice, just ask us to provide you with some additional advice. We are there to help you – whatever the occasion!