1. Needs & Objectives Meeting
We establish what these are and build up a client profile.
2. Collate all relevant information about the client.
This is required for us to build up an accurate picture of your present situation and any foreseeable events that may affect your objectives.
3. Analyse
4. Discuss proposed solutions to meet your objectives
A meeting is held to discuss the proposals in detail and to agree the way forward. This enables you to make objective and informed decisions.
5. Comprehensive Financial Report
The report is created, providing you with a clear defined strategy for the achievement of your objectives and addressing your concerns, making the most effective use of your existing assets.
6. The Financial Report is Implemented
Your adviser will work with you to ensure all of the agreed actions are put into place as smoothly as possible.
7. We set up a review date with the client
The frequency of your reviews are agreed in accordance with your needs.