We’ve covered a little of what we do as financial advisers but in this post, I’m going to give you a better insight into my process. This should give you an idea of what to expect (if you haven’t been through it before).

The Process

Discovery Questionnaire

You will fill out our Discovery questionnaire. Completing the form usually takes around 5 minutes. This must be completed before the initial meeting.

Discovery Meeting

Initial consultation, provided at our cost, is without obligation to you. Ahead of the meeting, I will provide some key information, so we don’t use up the time covering frequently asked questions. The purpose of this meeting is to get to know you and your situation. We will also assess if we are a good fit to work together.

Onboarding

We will make all the necessary onboarding documents available; some of which will need to be signed.

We will gather a wide range of information from you so we can get a good understanding of you, your financial situation and your goals.

If a monthly fee is applicable, it will be set up at this stage.

Building Your Financial Plan

I will use the information you have provided to develop and prepare the recommended financial planning strategy based on your agreed needs and circumstances.

Presentation

To consider and discuss our recommendations and agree on your preferred strategy, if required.

Implementation

To complete all necessary paperwork, liaise with product providers, insurers, and other professional contacts, as appropriate. Check and issue documentation.

Ongoing Review Process

Once initial solutions are established, it is important to review your financial planning regularly as your life and wealth evolve, making adjustments and changes to your strategy to reflect your developing aspirations and needs.