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- First
Meeting
We meet
with you and discuss your financial situation to get a clear
understanding of your needs and goals. This will take about one
hour.
- Your
Financial Strategy
Over the
next 2 - 3 weeks we will research, devise and compile a complete
financial strategy designed specifically for you. We will put
these strategies into an easy to understand document that you can
keep.
- Second
Meeting
Once the
Statement of Advice is ready, we will meet again to discuss the
options and decide on the best course of action.
- Implementing
From
then on, we will start working on the agreed strategy. This may
involve a list of actions that we want you to complete.
- Follow
Up
In
about 4 weeks, we will contact you again to make sure you are
completely happy with the process so far.
- Regular
Reviews
Once
a year, we will do a full review, to make sure you are getting the
most out of your hard earned money. We will contact you if
any opportunities arise, which may be of benefit to you, or if we
want to discuss the performance of your investments.
If you
ever want to discuss anything with us or just want to chat, you are
most welcome to contact us.
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