Stages in our financial planning process
As you will see below there are different stages of the process, and you have choices about how you work with us and how you pay for the services available
Consultation
Introduction
Identify and agree objectives
Information gathering
Assess attitude to investment risk
Agree remuneration
Agree next steps
Following an introduction to your financial planner and information about our services, we will:
- Talk to you about your objectives
- Agree your financial planning priorities and timescales
- Undertake a detailed discussion to assess your attitude to investment risk, which will help us understand how much investment risk you are willing to take and what is appropriate to meet your objectives
- Identify areas of your financial planning that may require protecting
During the course of our discussions we will collect personal and financial information from you to allow a comprehensive understanding of your current financial position. A key part of the financial advice process is deciding what services you would like and to agree how you would like to pay for them. Our commitment to transparency allows you to know exactly how much the service will cost, as we will always clearly explain the charges and fees that apply, prior to you making any decision as to how you wish to proceed.
Chartered Status
When you deal with a firm that has been awarded Chartered Financial Planners status, the gold standard of excellence and integrity, it means that you are engaging with proven professionals who are committed to:- An overall standard of excellence
- Continuing professional development, including attaining the highest qualifications
- Adherence to an industry standard code of ethics
- Ensuring that the advice and service provided is of the highest quality
It is only the UK’s premier financial planning firms that qualify for chartered status.
