The Advice Journey
Initial Meeting
Relaxed and friendly meeting at our expense, allowing both parties to get to know each other without any obligation. We will discuss how we work and how we charge but also understand your financial objectives. This gives us a clear picture of your requirements not only now but in the future
If you are happy to proceed and instruct us to carry out the necessary work for you, we would then put this in writing along with the agreed fee. In most cases our fee can be taken out of the policy.
Research
We use the latest independent software tools for our research but our greatest asset is the knowledge and experience gained over the last 30 years. This will enable us to develop a tailor made plan to meet your objectives. As independent financial advisers we are able to research and make recommendations from the whole of the market i.e. working for you and your best interests.
Recommendations
We will then present to you our findings along with a detailed suitability report to confirm our recommendations. When you are happy to proceed with our recommendation we will prepare all the required documentation and forward this on to your selected provider. We will then monitor the application, keeping you updated along the way to conclusion.
Review
However, our work doesn’t stop here as it’s imperative to make sure that you stay on track throughout this journey. We also offer an ongoing service to review your objectives and our recommendation on an annual basis to make sure your requirements are met as circumstances will change over a lifetime. If we find were off track then we will make further recommendations to get you back online.