1. Before we meet

In order to give you appropriate advice, we need to thoroughly understand your financial position. Prior to our meeting, it helps to gather the necessary information together so that we can make the best use of our time together.

2. The fact find

The fact find and needs analysis is an in-depth information gathering process covering all aspects of your financial position. It will look at your needs and goals and your investor profile, among others

3. Plan preparation

Using the information from the fact find and our experience, we analyse your situation and identify key areas requiring attention. These are then detailed in our recommendations.

4. Presentation of recommendations

We will explain our recommendations in detail and together we will decide on the best approach.

5. Plan implementation

This is where we arrange for implementation of the recommendations. That is, putting it all into place. It may take some time to complete, depending on the degree of complexity and your personal requirements

6. Review sessions

It is important to keep your financial affairs up to date. The review sessions will take into account your changed circumstances, and any changes to legislation, the market etc. The review can be tailored to fit with your requirements.

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