First Meeting
The first meeting is your opportunity to discuss your requirements and find out more about the way we work and our philosophies. It is essential to discover whether you feel that you can work with us and vice versa.
We will ascertain your true goals and objectives and ask for your commitment to proceed.
Plan / Report Generation
Having gathered all the necessary information we will create your bespoke financial plan or individual report.
Financial Planning Meeting
At this meeting we discuss our findings and set out our strategy on how to meet your goals. A list of action points is drawn up for future action.
Agreement Meeting
This is the action meeting where we make any final amendments before completing any outstanding action points.
Ongoing Review
Depending upon your requirements we will agree an ongoing service to suit. This can be as often as required, subject to the agreed review package.