Financial Planning:
Steps Involved

The first step is to arrange an initial meeting in order to discuss your overall aims and objectives, as well as answering any immediate questions that you may have. This also gives you an opportunity to meet us and allows us to give you some initial thoughts on how we would manage your affairs. Following the meeting, we will write confirming the various issues discussed and setting out our proposals for your consideration.

The first consultation and follow up letter is free of charge or obligation to proceed further. We want you to feel confident that we are the right people to advise you. If you decide that we are, we will write confirming your instructions and providing an estimate, or the basis of calculation, of our fees.

Once you have confirmed your instructions and we have agreed the basis of our fees, we will commence our research into your specific requirements. Following this, we will provide you with written confirmation of our advice and recommendations; usually in an in-depth report, or by letter if more appropriate. We will then meet again in order to discuss our proposals and to ensure their total suitability for your purposes.

Following any decision to proceed, we will handle all the administration and will liaise with any product providers on your behalf. We will take the hassle away from you.

Meeting & Information Request Form If you think that our services may be of value to you, please fill out the form below to request an initial meeting. Alternatively, please contact us for further information.
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