How we work
Preliminary Meeting
It is important that we establish whether we are able to assist you with your financial objectives and needs. For this you will need to set aside some time to talk with us. You will also need to know how we will be paid depending on the work carried out on your behalf. There is no charge for the preliminary meeting and no obligation on either side.
Setting Goals
If you are happy with the service we provide and wish to proceed we will spend some time talking with you to identify your goals over the short, medium and long term. After that we will find out details about your specific circumstances and build up a comprehensive picture of your situation which we can then analyse. You can rest assured that the information you provide to us is treated with total confidentiality.
Report and Recommendations
This leads on to the formation of an action plan on how you can best reach your stated goals. Our report will explain the approach we have taken and why.
We use sophisticated computer software to ensure we are recommending the most suitable and competitive products available.
In almost all cases we are able to make arrangements and offer terms which clients would be unable to make themselves. All our proposals will be fully explained and costed so that you are fully aware of all the implications before you agree to anything.
Follow Up Meeting
The next stage is to offer a follow up meeting so that we can discuss the report and answer any questions you may have. If you are happy and wish to proceed with our recommendations then we will implement that plan step by step and help you complete all the necessary paperwork involved.
Regular Reviews
It is important that your strategy is reviewed at regular intervals, which we will agree with you. Adjustments are made as necessary, depending on changes in circumstances or your initial goals.