Financial Advice Process

Real world financial solutions

This is where the journey begins towards your lifetime financial plan. It relies on highly qualified, focused, financial advice delivered by an experienced, professional adviser with your interests uppermost.

Typically, we’ll begin with a thorough understanding of your personal circumstances, goals and attitude to investment risk. We’ll take into account any current arrangements you already have, present our own recommendations to achieve your objectives and then implement the selected products. Monitoring performance and ongoing advice will usually form part of the agreement.

business meeting

Our Service...

Understand

Getting to know you, reviewing and market testing current schemes if appropriate, researching market place and selecting provider.

Present Options

Agree scheme, timescales and communication strategy.

Implement

Dedicated account manager and team to provide HR support, data transfers and scheme advice to members.

Monitor & Review

A tailored solution built entirely to reflect your personal requirements, needs, lifestyle and aspirations.