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01243 271 291 (9am—5pm Weekdays)

  • Pensions
  • Savings
  • Investments

Our Planning Process

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:

1

Understanding your situation

2

Analysis and design of your financial plan

3

Presentation of your financial plan

4

Ongoing service and information

Step 1

Free initial consultation

  • Meet with one of our qualified financial advisors
  • Ask questions and understand what we do
  • We will establish what your financial needs are
  • We can discuss our service propositions and the costs involved

Step 2

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:

  • Understanding your situation by gathering information about your existing financial arrangements and full personal circumstances;
  • Understanding of your investment knowledge, attitude and tolerance towards investment risk
  • Recommendation of an asset allocation model that matches your investment risk profile and the subsequent assessment and suitability of any existing investments
  • Analysis and design of your investment strategy
  • Presentation of our recommendations

Step 3

Arranging and setting up your investment

The arranging and setting up of our investment recommendation includes where appropriate:

  • Handling of all fund and policy administration on your behalf
  • Regular updates to keep you informed of progress
  • Ensure all your documents are issued in line with your expectations
  • Confirmation in writing of all actions taken on your behalf

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.

Step 4

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:

  • Structured reviews
  • Assessment of your current circumstances and any changes to your plans that are needed
  • Regular updates and information regarding your investments
  • A choice of differing levels of support depending on your needs
  • Ongoing support with correspondence and administration issues

I want to

To speak to an advisor call 01243 271 291 or make an online enquiry