The first stage of our advice process is to listen to you as you tell us what you’d like help with. If we agree that we’re able to help we’ll explain the relevant service levels that we have available to you and the related charges. If you wish to proceed we’ll then carry out in depth fact finding of your current situation, any financial planning already in place and your future objectives. We’ll also carry out a risk profiling analysis to identify the type of assets you’d be most comfortable with for any investments
The next step is for us to carry out full research on existing plans. We’ll assess any current portfolios to check performance, charges and risk profile. We’ll then put together a plan with recommendations to suit your current objectives. Once you’re happy with our advice we’ll make all of the necessary arrangements to put the plan into place.
We’ll agree the ongoing service levels and set up a schedule for annual or bi-annual reviews as required. Of course, our advisers and admin team remain available to you for any ad-hoc quires that you have in between scheduled reviews.