Our Advice Process
1
Initial Meeting
In the initial meeting, we will gather all of the relevant information to understand fully your financial situation, views and goals to be able to offer you the best advice.
2
Gathering Infomation
Alongside the information we have discussed, we will gather key details from your current providers along with any plans that you may have to establish your current financial position and any next steps that we need to take.
3
Research & Analysis
Our Paraplanners will conduct in-depth analysis using the best technology to see how your funds are performing and what we can do to improve this. We use a varied range of tools to help us research the stock markets on your behalf.
4
Suitability
We will produce a Suitability Report, which will provide our financial advice on what we think are your most suited next steps. We will explain any next actions to you and ask how you wish to proceed.
5
Business Submission
Upon completion of the previous steps, we will now submit your new business to our recommended provider partners. You will receive confirmation directly from the provider.
6
Ongoing Advice
We will regularly review your investments to see how they are performing and advise of any changes that need to be made to remain consistent with your goals and objectives we established in our first meeting. If these have changed, we will adjust your financial plan accordingly at your request.