We also understand that you may have limited time available, therefore we offer flexibility for our meeting times to suit your needs.
We will work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you. This is the six-step process we follow:
Establish our relationship
- Clear service standards and fees are disclosed up front. This enables you to make an informed choice about our services and costs.
- Specific services can be discussed and agreed to meet your requirements.
Gather information, goals and objectives
- We will identify, agree and prioritise your goals and financial objectives.
- Your attitude to risk and capacity for loss will be confirmed so that all investments are within your agreed risk profile.
Analyse and evaluate your current financial position
- We will use our expertise to research into your existing policies and investments to ensure decisions can be made to make changes where required.
- We will use a series of sophisticated planning tools to ensure you have a full understanding of how you are going to achieve your objectives along with a structured plan for the future.
Develop and present a financial plan
- We will make recommendations to create a long-term financial plan to meet your objectives. This will ensure all parts of your assets are structured to work together effectively.
- Your bespoke financial plan will be presented in an easy to understand format and explained by your adviser.
Implement the financial planning recommendations
- We will arrange paperwork to facilitate the smooth and efficient investment of your money.
Monitor and review your personalised financial plan
- We will provide you with regular reviews that will ensure your plans stay on track and remain aligned with your objectives.
- We will adapt your financial plan where required to your changing needs and circumstances.
Its important to remember that the value of investments can go down as well as up and you may get back less than the amnount invested.
