Our Process
The Financial Planning Journey
Engagement → Discovery → Research & Analysis → Present Recommendations → Implementation → Ongoing Service & Relationship
Engagement
An introductory meeting for us to understand your objectives and for you to understand our services
Discovery
Digging deeper into your objectives and goals allowing us to formulate a plan (Engagement and discovery meeting at our cost – our fees going forward are discussed at this initial meeting)
Research & Analysis
We go away and assess your objectives, attitude to risk, tax position and existing holdings to help us find the right plan for you from the pick of the whole market
Present Recommendations
Sharing the realistic plan we have developed specifically for you to help you reach your goals
Implementation
Once you fully understand and are happy with the plan we put the wheels into motion
Ongoing Service & Relationship
We will talk throughout the year and meet up at least annually to consider any changes in your situation and assess if the current portfolio is still suitable
The Financial Ombudsman Service
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are unable to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk