Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or whether you’ve taken financial advice in the past. Our finances often take a low priority because they are complex, and life is busy. We aim to keep the process as simple as we can for you. Here’s an overview of what you can expect from working with one another.
Step 1Initial meeting
The main purpose of our first meeting is to find out about you, your financial circumstances, and what you are trying to achieve. It is also an opportunity for you to get to know about us so that you understand what we do and how this can help you going forward.
It’s important to say we don’t charge for this first meeting, and there is no obligation to sign up for our services
Read more here.
Step 2Research & building the plan
Based on what we learned in our initial meeting, we’ll then go away and conduct some research. This may include looking at your existing assets and identifying any gaps, preparing a cashflow forecast and preparing a report on the options available to you.
Step 3Presenting your plan
We’ll meet again to present our recommendations to you. You’ll have the chance to ask questions and make changes where you see fit.
Once you’re happy with your plan and you’ve signed it off, we’ll begin to put it into practice. At this point you don’t need to worry about anything – we’ll take it from here!
Step 5Ongoing service
We tend to get the best results when we work with you on an ongoing basis. As part of this service, we’ll typically meet annually to review and update your plan, making sure it’s still relevant and aligned with your goals.