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
Implementation
Agree action plan
Complete and process paperwork
Issue of documentation
The implementation stage will put in force the recommendations agreed with you.
We will assist you in the completion of any application forms, process and monitor the progress of them. On completion, you will be provided with the relevant documentation while keeping paperwork to a minimum. We also store your records securely for you.
Chartered Status
When you deal with a firm that has been awarded ‘Chartered Financial Planners’ status, which is 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.
