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
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
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
