We need to identify where you are currently in your financial planning and to establish where you would like to be in the future.
This entails an Initial Consultation of approximately an hour and a half. This Initial Consultation is without charge or obligation.
This meeting confirms our services and costs and will confirm ongoing service needs.
You are provided with a summary of our meeting, which identifies your current needs and my proposals to satisfy them.
This is followed up with a conversation confirming your understanding of my recommendations and to see whether we can work together to achieve your goals.
At the end of this stage, we will be in a position to discuss all remuneration for the proposed work and you will confirm your agreement to proceeed.
Research and analysis is conducted into the options available to you, which will qualify and quantify my overall recommendations. This would normally necessitate a meeting where various solutions are discussed in more detail.
The bespoke solutions are finalised and confirmed with you and then your financial plan is set in motion by our administrators.
A Service timetable is arranged to ensure that your financial planning continues to meet your objectives and to monitor the progress of the solutions provided.