How we work
T 01458 241327
How we work
Report and recommendations
Implementation: arranging products and related actions
Ongoing review service
We’ll get to know you and what your goals are - and you can find out about us, of course. Then we’ll decide whether we would like to work together.
We’ll review your current financial arrangements, either regarding one specific area, or your entire financial situation.
From the results of our fact-finding reviews, we’ll research the most suitable solutions for you to help you achieve your goals.
We’ll report back to you with recommendations about how you can achieve your financial goals.
When you’ve had a chance to think about our recommendations and you’ve decided how you want to proceed, we’ll act for you to put your plans into action smoothly and effectively.
To maintain an ongoing relationship, we will provide you with review service to suit your needs. You’ll always have the peace of mind of having access to a qualified financial adviser, and this will include at least one financial review meeting a year as minimum. Please note that the ongoing service is optional and you can decide if this is a service you require.