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What We Do

The Advice Process

The Advice Process

We offer four stages of financial advice.

Engagement

After you have contacted us and agreed to meet we will send you a welcome pack and arrange a convenient time to meet. The free, no obligation, first meeting will help us to agree your requirements.

This meeting usually takes about an hour and is a great opportunity for you to ask us lots of questions.

After this meeting we will send you an engagement letter setting out our understanding of your financial objectives, the services we will provide and the costs of these services. We won't charge you for any services until you have returned a signed copy of the engagement letter.

Advice

Once we have received your signed engagement letter we will start collecting detailed information about your finances. We will collect information from a variety of sources in order to compile our analysis and report, which we will send to you before our second meeting.

This meeting provides you with a good opportunity to quiz us on the detail in our analysis and report. We will also agree a suitable course of action with you and confirm this in writing after the meeting.

Implementation

We will complete the paperwork necessary to implement the course of action that we agreed with you. We present this to you for signature and then our administration team process it. We send you the completed policy documents.

Review

We offer our clients an ongoing periodic review service. We provide at least one meeting per year to review our comprehensive annual report.

Protection & Health

The first place to start with financial planning is to protect what you already have, whether it be your family, your assets, your business or all three. Your Company Name will help you find cost effective ways of ensuring they are protected financially, through a thorough review of your financial needs and aspirations.

Mortgages

The mortgage market is a complex area. At any one time there may be thousands of different mortgage options, only some of which will meet your needs.

Pensions & Retirement

When it comes to providing for our retirement, too many people are doing too little too late. Putting away even a small sum early on can make a big difference to the lifestyle you will enjoy when you retire. The golden rule for most people, is to not rely on the State alone. Modern pensions benefit from some very exceptional tax breaks, and nowadays, you can even contribute to your pension when you don't work!

Savings & Investments

There is a wide range of savings and investment vehicles and options available to the investor. Building an investment portfolio must take into account tax implications, attitude to risk and reward balanced against the need for income, growth or both.

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