Our Services & Costs
Every financial planning firm works differently. This page explains services we provide, and what you will pay for them.
Our 4-Step Advice Process
Step 1: Fact Find
Step 2: Producing Your Advice
Step 2: Producing Your Advice
A two-hour discussion via Microsoft Teams. This is provided at our expense, so costs you nothing. The purpose of the fact-find is to provide you with all the information you need to decide if you want to purchase advice from us, and for us to gather the information we need from you to provide that advice.
Step 2: Producing Your Advice
Step 2: Producing Your Advice
Step 2: Producing Your Advice
This process typically takes 20-40 hours and involves analysing and evaluating your financial position, researching the market for the most suitable solutions, and producing a written suitability report containing our recommendations, why you should take them, and any disadvantages and risks.
Step 3: Presentation and Implementation
Step 3: Presentation and Implementation
Step 3: Presentation and Implementation
We'll get back together for another meeting via Microsoft Teams. This lasts around an hour. It enables us to present your advice, answer any questions, and ask if you want to take the advice. If you do, we can complete the paperwork and implement the plan.
Step 4: Ongoing Advice
Step 3: Presentation and Implementation
Step 3: Presentation and Implementation
We'll meet with you at least once a year via Microsoft Teams to complete a review of your financial circumstances and plan. We will issue new advice in a fresh suitability report, even if the advice is to stay put. This is an ongoing process of continual analysis, evaluation, and review.