Our Financial Planning Process
Stage 1 - Free Initial Consultation
The initial meeting provides you with an opportunity to ask questions and understand what we do. For us, it helps us to identify what help you require, discuss the options available to you and inform you about our charges.
Stage 2 - Full Financial Review & Recommendation
We will carry out an extensive assessment of your personal and financial circumstances to establish your financial planning requirements.
Stage 3 - Policy Arrangement & Implementation
This involves the implementation of our recommendations, keeping you informed of the progress and ensuring all plans are arranged as instructed.
Stage 4 - Ongoing Reviews & Management Service
Your financial objectives are likely to change over time. We believe it is esential to carry out structured reviews to ensure that existing arrangements remain suitable and to identify areas of financial planning that may require attention as your circumstances change.