Financial Process

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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

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

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

Reviews

Review your financial arrangements on a regular basis.

Remember, you can contact us at any time.