This is an initial meeting or phone conversation offered without charge to identify areas of financial planning that you need help with.
We will explain how we can help and inform you of the process we will follow along with how we charge for our services.
By the end of the discussion, you should have sufficient information to decide whether you want to employ us as your financial adviser.enquire now
Researching your options
Based on the full understanding of your situation and agreed financial objectives, we’ll start our research.
This will include obtaining further information from providers relating to your existing plans as well as formulating a recommendation for your future financial arrangements.
Presentation of Recommendations
This is where when we report back to you with our recommendations. At this stage we’ll agree on a strategy after we have provided you with our advice.
If you decide to proceed with our recommendations, then this is when we complete the relevant application forms.
We’ll discuss what level of ongoing financial review is most suitable for your requirements.