The Financial Planning Process

We have developed a flexible six stage financial planning process, which provides clients with the framework and strategy needed to make the best possible use of their financial resources and to help them to achieve, where possible, their financial objectives.

We would normally expect to complete all six stages in our process. However, we have designed this to be incremental so that you can instruct us to complete only the stages that you deem appropriate.

The six stages of the process are as follows:

Initial Meeting

We offer an initial meeting with no cost or obligation to the client.

Data Gathering

If you decide to proceed, we will obtain all the background information we need about their financial affairs.

Analysing the Data

Once we have gathered the information we are able to begin forming an opinion on the suitability of a client’s existing arrangements.

Written Report

Once we have compiled all the information, we will prepare a highly personalised strategic financial plan, based upon the client’s objectives.

Implementation

Once the client has agreed a recommendation we will oversee the implementation of the strategic financial plan.

Ongoing Service

It is extremely important to ensure that the strategy we have implemented continues to be appropriate. Many of our clients opt for our review and progress service benefiting from ongoing support and comfort of regular meetings keeping you well organised and focused so that your finances continually work towards your short, medium and long term objectives.