How I work
Chartered Financial Planner
How does the advice process work ?
As an Independent Financial Adviser (IFA), I am able to give advice on financial products available from all product providers on the market. Using the latest cutting-edge software research facilities, I can compare and select the most suitable products available in order to maximise the benefits for your retirement needs and objectives.
When meeting any new client, an important part of my process is to agree regular reviews from the start to ensure that any financial arrangements remain appropriate for your changing circumstances.
The first task is to review your existing financial situation and reach a realistic assessment of how to achieve your aims and goals and this is usually achieved through an initial consultation which is without obligation or charge. It is often a good time to analyse your current position and discuss your goals and objectives.
After the first meeting I will provide you with a Financial Planning Report, which will take account of your current arrangements, outline your goals and objectives and make specific recommendations. Any proposed costs and charges will be indicated 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 proposals, the necessary documentation will be dealt with by me in a speedy and professional manner to avoid any delays and reduce your administrative burden.