How We Work With You

Step 1

Step one of our four step procedure is to undertake a full financial review of your circumstances and objectives by the completion of a financial fact find document. Our approach at this stage is to listen, gain a comprehensive understanding of your current financial position, your financial objectives and goals and risk profiling.

Step 2

Gathering financial information and data from all other sources; such as your existing providers and products. Analysis of financial data from your fact find and these other sources. Market research for products and providers, negotiation with providers to gain favorable terms and conditions, charging structures and fund charges

Step 3

After analysing all financial information and data we design and build a tailored financial plan specific to you, incorporating future cash flow scenarios (if completed) product and provider recommendations

Step 4

We provide you with a report of our analysis and  recommendations enabling you to have a permanent record of our advice. We aim to build a long-term relationship with you rather than providing you with a quick fix or a one-off service. As a result, we will agree with you a level of ongoing service consistent with your needs, if desired.

These steps will ensure that you and your family are financially protected, that you are on course to achieve the income you want in retirement and that your savings are working as hard as possible; in short, to make sure your financial needs and goals are met.