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We have a Financial Planning process that we go through with each of our customers to ensure we provide you with exactly what you need. This is broken down into four simple stages:
Understanding your situation
Analysis and design of your financial plan
Presentation of your financial plan
Ongoing service and information
Free initial consultation
Free financial review and recommendation
We will carry out an extensive assessment of your financial circumstances at the outset to establish your financial planning requirements. This will include:
Arranging and setting up your investment
The arranging and setting up of our investment recommendation includes where appropriate:
Our fees for this part of the service are covered in detail within our Key Facts document and Client Agreement, which will be given to you at your initial consultation.
Ongoing service and reviews
Your financial and personal objectives may change over time due to changes in your lifestyle or circumstances. We believe it is essential to ensure that the investment portfolio we recommend continues to meet your lifestyle and investment objectives. Our ongoing review service offers: