How our Independent Financial Advisers can help you
First of all you’ll need to contact us and we can explain more about our service and then agree with you the best way to provide you with financial advice.
One of our Independent Financial Advisers (IFAs) will then contact you to arrange a face to face or telephone meeting so we can get to know you and understand your needs. We’ll then take you through a 5 step financial planning process to provide you with the independent advice and recommendations you need.
1 - We get to know you
2 - We identify your needs
3 - We analyse your situation
Review the information provided and your current situation
Carry out research into suitable solutions
Decide on solutions to meet your needs
4 - We prepare and present a recommendation and advice report containing
your financial objectives
summary of your attitude to risk
an explanation of our recommendations
agree a review plan
5 - We implement the recommendations
Carry out money laundering checks
Submit applications and payment to providers
Manage through to policy/plan issue
We continue to review your plans
We recommend that your financial plans are regularly reviewed and updated. We offer a range of review services to suit all circumstances. Please see ask your adviser for more details.
There are charges for our services. Your adviser will discuss and agree how we are to be paid before proceeding.