How we work
As a financial planning business, we are focused on helping you understand and plan for your financial future.
Financial Review Process
By working with you we aim to have a full understanding of your current financial position, your objectives and identified needs. This enables us to provide suitable solutions for your needs, providing you with clear financial direction aimed at maximising the opportunities for achieving your objectives. We are committed to treating all of our clients in an open and fair manner.
Financial Review Process
By working with you we aim to have a full understanding of your current financial position, your objectives and identified needs. This enables us to provide suitable solutions for your needs, providing you with clear financial direction aimed at maximising the opportunities for achieving your objectives. We are committed to treating all of our clients in an open and fair manner.
Initial Meeting
The initial meeting (in our office or via Zoom call) is provided at our cost. The main purpose of this meeting will be to obtain as much information as possible relating to your financial circumstances and objectives. It would therefore be very helpful if you could bring along details of any policies, investments, mortgages, wills and substantial outgoings you may have.
You may wish to include other parties such as spouse, children or other professional advisers in the initial meeting.
Initial Meeting
The initial meeting (in our office or via Zoom call) is provided at our cost. The main purpose of this meeting will be to obtain as much information as possible relating to your financial circumstances and objectives. It would therefore be very helpful if you could bring along details of any policies, investments, mortgages, wills and substantial outgoings you may have.
You may wish to include other parties such as spouse, children or other professional advisers in the initial meeting.
Personal Adviser
If you have any questions during the process, please do ask, as your adviser is happy to discuss any queries you may have. Your adviser will explain the next step in the advice process to you. At this stage, we may ask you to sign any authority forms that may be needed so that we can act on your behalf, for example to obtain the current valuations of your existing investments.
Personal Adviser
If you have any questions during the process, please do ask, as your adviser is happy to discuss any queries you may have. Your adviser will explain the next step in the advice process to you. At this stage, we may ask you to sign any authority forms that may be needed so that we can act on your behalf, for example to obtain the current valuations of your existing investments.
Charges
We will also discuss the charges for our services. For any aspect of our financial planning, all actual charges will be fully disclosed to you. We will not charge you until we have discussed your payment options and agreed with you how we are to be paid. The charges for these services may or may not be VAT exempt and this will depend on the type of service offered – this will be made clear when we discuss our costs.
Charges
We will also discuss the charges for our services. For any aspect of our financial planning, all actual charges will be fully disclosed to you. We will not charge you until we have discussed your payment options and agreed with you how we are to be paid. The charges for these services may or may not be VAT exempt and this will depend on the type of service offered – this will be made clear when we discuss our costs.
How can we help you?
We will get back to you as soon as possible.
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