Our Advice Process
Saying Hello!
We offer meetings at our offices in Knowle, via video call or in your own home. When we first meet we will explain who we are and how we work to let you know you are in safe hands. Most importantly we will discuss what prompted you to seek financial advice and take the time to understand your financial situation and objectives.
Doing the research
Once we have discussed your needs and objectives, we research the different options available to help you achieve your goals. We consider a range of factors, including ease of implementation, cost and the time required. Once we have completed our research and identified several suitable options, we present these to you for consideration.
Presenting our advice
We will invite you to another meeting, be that in person or online the choice is yours, and we will take you through our recommendations. The advantages and disadvantages of our advice will be clearly communicated to you and we take time to do this in a jargon free method so that you can ask any questions and fully understand the information you are being provided.
Implementation
If you are happy with the advice and recommendations provided we can start putting them into practice for you. We will work to get your plan in place and keep you updated along the way. Once new milestones are reached along the journey we will keep you updated. As always if you have any further questions that have arisen you can contact us to put your mind at ease.
Ongoing support & review
We understand that your circumstances can change, both personally and financially. If you require advice in any other area of financial planning, we are here to help. Whether you need to review your existing plans or discuss something new, our team is always available to support you.
If areas of your existing plan require tweaking our advisers will be in contact to recommend this and to explain the reasons in detail for why we believe it to be beneficial. Our client email communications keep in you loop with current financial affairs and can provide insight into how legislation and market changes can affect you. We recommend you sign up to our newsletters so that you can stay informed!