The Financial Planning Process
Our aim is to prepare a financial plan tailored to your particular requirements and situation.
At all times, we listen to your needs, and offer clear, no-jargon advice on the most appropriate financial products for your personal circumstances
We will arrange an initial meeting where we can create a Fact Find, which involves discussing:
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your requirements
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identify your goals over the short, medium and long term
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analysing your specific personal and financial situation
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identifying any potential shortfalls
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identifying your attitude to risk
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making some informal recommendations.
Assuming you are happy to instruct us at this stage, we will then research the market place. This leads on to the formation of an action plan on how you can best reach your stated goals. We will explain the approach we have taken and why.
The next stage is to implement that plan step by step, and we will give guidance on the most suitable way to go about this, which can include recommending products available on the market at the current time. Once a product/contract has been applied for we will provide you with a detailed written report.
Progress needs to be revised at regular intervals, which we will agree with you, and adjustments made as necessary, depending on changes in personal or economic circumstances or your initial goals.