The financial planning process
Gather information
We work with you to complete a full “fact find”, including details of your existing investments, as a basis for moving forward and planning for the future.
Establish goals and objectives
We assess your current circumstances, identify your goals and understand your attitude towards investment risk, as every client is different.
If you’ve not considered these questions before don’t worry. Our face-to-face meetings are designed to establish all relevant information.
Expert analysis
We analyse the details you’ve given us in depth to fully understand where you are and most importantly, where you want to be.
Strategic plan
Following this work we develop a proposal, a plan that contains specific recommendations for your consideration.
Implementation
We will deal with all the necessary administration and paperwork to implement your plan.
Review and adjust
Our clients are invited to regular reviews to assess how well a plan has performed and recommend any changes for consideration.
We constantly strive to give the highest level of client service. If you have reason to raise a concern please write to us as outlined in our Client Agreement (which is available on request). If we are unable to resolve an issue to your satisfaction you may be able to refer the matter to the Financial Ombudsman Service. More information is available by visiting www.financial-ombudsman.org.uk.
