The Financial Planning Process
Stage 1 – Your Goals
We establish your life goals, personal circumstances, aspirations and concerns
Stage 2 – Your Information
We collect all relevant information and financial data and establish your perceived risks
Stage 3 – Analysis
We assess your current position and how you arrived there, with the intention of making a recommendation on the type of products that will best suit your needs.
Stage 4 – Design Your Strategy
Having completed the preparatory work, we will prepare a personal report and recommendations, then set out different strategies which can be used to get you where you want to be
Stage 5 – Implementation
We agree the plan to implement the strategy to help you achieve your objectives over a given period of time
Stage 6 – Regular Reviews
If you choose, we’ll meet on an ongoing basis to assess your strategy and implement the next steps in the plan.