The financial planning process
First appointment
A no cost, no obligation initial discovery meeting to explore your current circumstances, needs and objectives.
Setting Goals
We will then need to spend some time talking with you to identify your goals over the short, medium and long term. After that we would look to find out more about your specific circumstances and build up a comprehensive picture of your situation.
Action plan
This leads on to the formation of an action plan on how you might best reach your stated goals. Our report will explain the approach we have proposed and why.
If you are in agreement with our suggestions, we could then go on to help you implement that plan step by step, giving you the guidance on the most suitable way to go about this. This may include recommending products available on the market .
Regular reviews
Progress may need to be reviewed at regular intervals on your agreement and adjustments made as necessary, depending on changes in your circumstances or your initial goals.
You might like to browse our Life Stages guide, within this section, as this may be helpful in starting to consider financial matters at your stage of life.
The Financial Services Authority also has a guide titled "Money Made Clear". Please click the link below to view.
http://moneymadeclear.fsa.gov.uk/home.html