Financial Process

First Meeting

  • Free Consultation
  • Provide you with our contact details and written Terms of Business
  • Complete a Factfind which is private and confidential
  • Agree other information that may be required
  • Highlight your concerns
  • Discuss and agree your current and future needs
  • Discuss and agree any possible fees
  • Prioritise and agree the next stage
Stage 2: Research


  • Compile information on your current arrangements
  • Research the market on your behalf to source the most suitable products and prepare a financial presentation for your consideration
Stage 3: Second Meeting

Second Meeting

  • Confirm if there have been any changes to your circumstances
  • Present a summary of your current arrangements and the effectiveness of same
  • Present our recommendations
  • Discuss if further information is required
  • Agree the next stage
Stage 4: Implementation


  • Process the agreed action
  • Provide a written report explaining the reasons for our recommendation
  • Agree any adjustments or further action required
Stage 5: Reviews


Review your financial arrangements on a regular basis.

Remember, you can contact us at any time.

Get in touch