By breaking the process down into steps you are in control of how much you want us to do and how much you want to spend.
You want to find out if we’re the right financial advisers to help you, to ask me questions and to make sure you understand the services we offer, what the cost of those services might be, and how we can help you.
Whatever the level of service you require, the next step will be to collect the relevant data and facts about you and your current financial affairs. We will consider your current financial situation, your objectives and the nature of the advice you would like.
Terms of Engagement
Following this meeting, we will write to you with a personalised engagement letter that confirms your current financial situation, the services we will provide and the cost of these services.
Reporting Back To You
Once you have agreed to our quote and the scope of the work we will provide for you we will go ahead with our research and analysis. This will include your current financial situation and any investments you already have. From this we can research the best options and products to match your objectives.
Meeting to Discuss the Report
We will then meet up with you to discuss the written report, explain things in more detail and answer any questions you may have.
Putting Financial Products and Policies in Place
Assuming you accept our recommendations and want to proceed, we will provide you with a separate fee quote for implementation before we proceed. This will involve completing all the paperwork with you and chasing the applications through to completion. We will keep you informed throughout the process.
Staying on Track – Regular Review Meetings
Once your plan/policy/pension is in place, or your investments have been made, it is a good idea to make sure that everything is on track. At the outset, we will have agreed the level of ongoing service you require. This could include regular review meetings or access to an advisor as and when needed.