CLIENT JOURNEY

Let us explain our process

Our job is to take you from where you are now, to where you want to be.

Our animation explains how we’ll do that for you.

1. Free consultation and goal setting

Our discovery meeting is a chance for us to find out more about you and what you’re trying to achieve. It’s also an opportunity for you to ask more about our services.

2. Financial planning questionnaire and risk profiling

In order to provide you with the best advice, we need to ascertain certain pieces of information about you. This will include hard facts, such as your income and expenditure, and soft facts, such as how you wish to spend your retirement and any previous investment experience.

3. Information gathering and Letter of Authority

To help us help you, we need to fully understand your current circumstances; we need full details of your financial arrangements. We do this by completing a Letter of Authority, which gives us permission to speak with your providers, obtain full information and ask any relevant questions.

4. Analysis and prepare report

Once we have the information we need, we will analyse your financial arrangements alongside your goals. We will then prepare a report, outlining our advice to best help you achieve your intended outcomes.

5. Recommendation report

After the report is complete, we will arrange a time to meet you and talk through our recommendations. We will answer any questions you may have, and provide you with a copy to take away and digest. We can make any adjustments you request, and you by no means have to follow through with every recommendation we suggest.

6. Implementation

The next step is to implement any action points within the recommendation report, to get your strategy moving in the right direction.

7. Ongoing reviews and relationship

The key to making and maintaining a solid financial plan is to revisit it on a regular basis. This way, you can ensure your planning remains on track to meet your ultimate goals. We review your goals on a regular basis and factor in any changes in personal circumstances, current and upcoming legislation, as well as investment performance. This way, we can stay on top of your long-term goals and aspirations, ultimately turning them into a reality for you.