Client Portal Free Consultation

Our Process​

1. Consultation

This is an opportunity for us to have an informal discussion about your individual needs, goals, concerns and aspirations.

This information allows us to focus our time on explaining the various areas of financial planning that may be suitable for you, whilst answering any questions that you may have.

The aim of this meeting is to leave you in an informed position so that you can decide whether you would benefit from formal financial advice.

Any fees for our advice would be agreed at this stage before further work is undertaken. 

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2. Discovery

The next step of the process is designed to help us understand your circumstances in greater depth, whilst providing you with clear and jargon-free information.

Some of the key areas that we will cover are:

  • Ascertain information about your assets, liabilities, income and existing financial policies
  • Provide clear information about a range of financial planning solutions that may be suitable for your needs
  • If relevant, we will use specialist software to help determine a suitable level of investment risk based on your personal views
  • We will also take time to explain the various forms of investments and find out whether you have any ethical preferences that need to be taken into account

Finally, we will agree a suitable financial planning strategy to meet your needs.

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3. Analysis

This is the part of the advice process where we use our expertise and resources to formulate a suitable strategy to meet your needs.

We will:

  • Assess your objectives, preferences and existing financial position
  • Devise a suitable strategy to help you achieve your goals
  • Conduct whole of market research
  • Select appropriate products
  • Produce a formal report that documents our recommendations

4. Advice

This is a chance for us to discuss the recommendations that have been made to you within your financial planning report.

We will take time to explain why the recommended solution(s) are suitable for you and how they meet your objectives.

It is also an opportunity for you to ask questions and ensure that you have a full understanding of the products and services that have been recommended.

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5. Implementation

Providing you are happy with the recommendations, we will ensure that all applications are completed and forwarded to the relevant providers in a timely manner.

We will then track your applications, whilst keeping you regularly informed of their progress.

6. Ongoing Suitability

It is very important that we review your plans on a regular basis to ensure that they continue to remain suitable, competitive and tax-efficient.

Where necessary, we will recommend adjustments to your holdings so that they continue to meet your needs.

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