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Our Process

Helping people make the right financial decisions

Our Process

Our services have been built around listening, understanding and appreciating what our clients want and need. The 6-step approach below details how we can work together to help you achieve your financial goals.

Step 1 – We invest time in you. A Foundation Meeting will be arranged where we concentrate purely on discussing you and your objectives. The questions we ask will help to determine what your financial goals are, what you want to achieve and when.

A dedicated Financial Planner will help you assess and determine your investment risk tolerance, also finding out about any existing arrangements and personal details we need to know following completion of a short questionnaire in our welcome pack.

Step 2 – We move on to analysing the information you’ve shared with us and carry out detailed research to determine what resources are required to achieve your financial objectives.

Step 3 – Your financial planning report will be submitted to you. This report will answer all of your key questions and will detail the financial solutions we recommend to make your goals achievable.

Step 4 – Our specific recommendations may include an audit of any existing investments and how they could be improved with new financial solutions. As an independent provider, all of the financial and investment solutions we recommend are based on your best interests. We’re not influenced by any third party and act solely for the benefit of you at all times.

Step 5 – Your recommended solutions will be implemented, and any paperwork handled on your behalf.

Step 6 – We refer to this as the Project Management stage. This is an important step in the process, and our continued dedication to serving the best needs of our clients includes regular reviews of your plan to keep pace with your circumstances.

Working with us to achieve your financial ambitions couldn’t be simpler. Get in touch to find out how you too can benefit from our uncomplicated approach.