We're raising money for the Isle of Wight Branch of the MND Association
Our 6 step process
People look for financial advice for many reasons. You may be looking for pension planning or retirement planning; you could be looking to maximise tax efficiency for you and your business; you may be planning for a large event or a special holiday or be looking to provide financial security for your family.
Whatever your reasons, reviewing your finances with a Chartered or Certified Financial Planner™ professional can help you identify the most appropriate way to put your plans into action and focus your finances on what is important to you.
As Chartered and Certified Financial Planner™ professionals we follow a specific six-step process to ensure we help you identify your priorities to help you achieve the life you have planned.
01
Meet
We’ll spend time talking to you and helping you to identify your financial objectives. Essential to good financial planning is having a strong relationship between client and Financial Planner. Our team works hard not only to understand your financial situation but also to support other aspects of your life within that.
02
Profile
Next, with your help, our team will collect and then assess all your relevant personal and financial data, including establishing your attitude to risk and to investments. We’ll help you by taking you through financial questionnaires and using approved tools to identify your financial approach.
03
Analyse
Using our knowledge and expertise, we’ll then analyse all the data and your responses to assess the most appropriate way for us to help you reach your financial goals.
04
Plan
Once we fully understand you, and what you would like to achieve, we will put together a written plan that reflects your aims, interests and attitude to risk. We’ll take you through the plan and get your go-ahead for implementation…
05
Implementation
If you choose to accept our plan and give us the go-ahead to action it, we will implement it in accordance with the service arrangement we agreed, and our admin team will ensure that all processes are rigorously adhered to.
06
Review
Our team will regularly review your plan, and its progress, against your financial goals. This ensures your money continues to work hard for you and the plan remains suitable for your current circumstances. Any modifications that need to be made to your plan will be implemented strictly within the manner of the service agreement we set up with you at the start.
We have always enjoyed our discussions with you and look forward to our next. As well, Paul and other members of the office team are unfailingly helpful and courteous.
Know your net worth on an annual basis – you then stand a better chance of increasing this year on year.
