cairn logo cairn logo
cairn logo cairn logo cairn logo
  • You and Us
  • The Process
  • Contact
  • Glossary
  • Professional Partners

Stages in our financial planning process | The options for working with your Financial Planner

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
  • One
  • Two
  • Three
  • Four

Stage 3 - 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.

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.

  • One
  • Two
  • Three
  • Four

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.

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.

[email protected]

[email protected]

01592 641612

01592 641612

Terms and Conditions

Terms and Conditions

Client Login

Client Login

©   | We do not use cookies on this website.

©   | We do not use cookies on this website.