How I Work
Chartered Financial Planner
How does the process work ?
As an Independent Financial Adviser (IFA), I am free to give advice on financial products available from all product providers on the market. Using advanced computer software research facilities, I will compare and select the most suitable products available in order to maximise the benefits for your circumstances.
For any new client, an important part of my process is to agree regular reviews from the start to ensure that any new or existing financial products remain appropriate for your changing circumstances.
The starting point is to review your existing financial situation and reach a realistic assessment of how to achieve your aims and objectives. This is usually achieved through an initial consultation which is without obligation or charge. This is usually a good time to analyse your current position and discuss your goals and objectives.
After the initial meeting I will provide you with a Financial Planning Report, which will account for your current arrangements, outline your aims and objectives and detail specific recommendations. Any proposed costs and charges will be detailed at this stage
A second meeting is then arranged to discuss the proposals within the report and help answer any queries you may have. At all times you are in control of the advice process to ensure you get the most value from it.
If you decide to proceed with my recommendations, the necessary paperwork will be dealt with by me in a speedy and professional fashion to avoid any delays and reduce your administrative burden.