• 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

Stage 1 - Consultation

Introduction
Identify and agree objectives
Information gathering
Assess attitude to investment risk
Agree remuneration
Agree next steps

Stage 2 - Advice

Assess objectives
Review existing plans
Research new plans
Devise solution/s to achieve objectives
Make recommendations

Stage 4 - Ongoing Service

Periodic valuations and client contact
Review financial plans, objectives and goals
Reassess attitude to investment risk

Stage 3 - Implementation

Agree action plan
Complete and process paperwork
Issue of documentation

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

Advice

Assess objectives
Review existing plans
Research new plans
Devise solution/s to achieve objectives
Make recommendations

Implementation

Agree action plan
Complete and process paperwork
Issue of documentation

Ongoing Service

Periodic valuations and client contact
Review financial plans, objectives and goals
Reassess attitude to investment risk

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.

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.

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

Stage 1 - Consultation

Introduction
Identify and agree objectives
Information gathering
Assess attitude to investment risk
Agree remuneration
Agree next steps

Stage 2 - Advice

Assess objectives
Review existing plans
Research new plans
Devise solution/s to achieve objectives
Make recommendations

Stage 4 - Ongoing Service

Periodic valuations and client contact
Review financial plans, objectives and goals
Reassess attitude to investment risk

Stage 3 - Implementation

Agree action plan
Complete and process paperwork
Issue of documentation

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 customer excellence
  • 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.