Our Approach
Creating a professional financial planning strategy. We make sure we take the time to understand your needs, goals and preferences before we make any recommendations
Creating a professional financial planning strategy
We make sure we take the time to understand your needs, goals and preferences before we make any recommendations. Below is a summary of our client-focused process:
1. Initial Contact
- A general discussion on the client’s needs, objectives and future goals
- A brief data capture and summary of personal/financial circumstances
- Establish details of current plans and policies – this can be easily done by signing an Authorisation enabling us to obtain information on your existing plans
2. Client Review
- A more detailed review of specific goals and needs
- An assessment of the clients appetite and tolerance for risk
- A general overview on some options
3. Preparing Our Recommendations
- Using the information to hand, we will outline an overall strategy tailored specifically to the client’s needs
- A review of the market, products and providers
- Establish a timescale for implementation
4. Discussing Our Recommendations
- A summary explanation of the recommendations
- An overview of the fees, costs and charges
- Confirm next steps to be taken
5. Implementing Your Plan
- Completion of necessary applications and paperwork
- This can be completed digitally, remotely or in-person
- Obtain supporting documentation where relevant (i.e. ID, bank statements etc. )
6. Reviewing Your Plan
- Agree regular review periods
- Offer online access where appropriate
- Confirm points of contact and other resources/supports
