Having completed our "Client Review" document we analyse the information provided.
Based upon your input, we design a personalised 'financial roadmap' - this may be specific to key areas of your choosing (insurances - pensions - investments) or may be a holistic plan that takes account of all of your financial planning objectives.
If there are pitfalls that exist in your current circumstances we will alert you to them.
We also highlight any opportunities that may be worthy of consideration in your particular circumstances when designing your financial planning strategies.
A financial planning relationship is no different to any other professional relationship - it requires two-way communications.
Together, and on a regular basis, we review the progress of your various plans and discuss any amendments or adjustments that may be necessary taking into account any changed personal circumstances, market events, taxation and risk tolerance issues.
Throughout the entire process, and continually whilst your objectives are being sought, we remain at hand to support and guide you.
Clients are offered a choice of either fee or commission based models - further details will be provided upon request or during the initial advice process.