Our Advice Process
Saying Hello!
We offer meetings in person at our offices in Knowle, video calls and offer meetings in your own home at a time to suit you. 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 then start researching the different routes you could go down to reach your goals. We take into account lots of different factors; ease of implementation, cost and time required to name a few. Once we are satisfied we have done enough research and provided multiple scenario's / avenues for you to consider we present this to you.
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 situations change, be that in your personal life emotionally and financially, if any other area of financial advice is required we are there to help. If you need updates on your existing plans or need to talk about a new area that we have not covered with you before, we are here to help.
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!