Our Advice Process
1
Initial Meeting
In the initial meeting we will gather the relevant information to understand fully your financial situation, views and goals to be able to give you the best advice.
2
Gathering Infomation
Alongside the information we have discussed, we will gather the key information from your current providers and plans you may have to establish your current financial position and any next steps we need to take.
3
Research & Analysis
Our Paraplanners will conduct in depth analysis using the best technology to see how your funds are performing and what we can do to do better. We use a good range of tools to help us research the stock markets.
4
Suitability
We will produce a Suitability report which will provide our advice on what is your most suited next steps. Will will explain the next actions to you and how you wish to proceed.
5
Business Submission
Upon completion of the previous steps we will now submit your new business to our recommended partners. You will receive confirmation directly from the provider.
6
Ongoing Advice
We will regularly review your investments to see how they are performing and advise of any changes that need to be made to remain consistent with your goals and objectives we established in our first meeting.