Category: Financial Planning Process
Step 2 – Discovery
Gather information If you feel you can benefit from our service, your Adviser will work with you to fully understand your objectives and develop these into well defined goals. Your Adviser will gather
Step 3 – Research & analysis
Prepare an analysis of your situation Once your objectives are agreed, we will work with you to complete a Personal Financial Plan (PFP). This written report provides an analysis of your current financial
Step 4 – Plan presentation
Develop an action plan Once we’ve constructed your Personal Financial Plan (PFP), we’ll take you through it stage by stage. It will set out specific and realistic recommendations designed to achieve your stated
Step 5 – Implementation
Plan implementation Now it’s time to put the plan into action. You can relax in the knowledge that we will be taking care of all the necessary final steps to turn your plan
Step 6 – Ongoing service & relationship
Monitoring your progress Where an ongoing service is agreed, your Adviser will help you review your Personal Financial Plan (PFP) to make sure it is on track with your objectives. Reviews will take