Firstly, we will meet to discuss your objectives and how these can support your financial and personal aspirations for the future. We will take time to understand your preferences and requirements and explain how the different solutions work.
Having gathered your information and preferences we will then research the market selecting the most suitable products to design and build our recommendations making sure they meet your aims for the future and take into account any planned changes to your situation.
Once we have completed our research and written our reports we will meet again to run through our proposal making sure that as clients you are 100% comfortable with any solution recommended. At this stage if happy to proceed we would complete the necessary paperwork for you and set up on your behalf the products and services you require.
After this, the support and service continues as the relationship builds and where agreed with us, regularly meeting to review your plans making sure we walk side by side through your financial milestones guiding you through these changes and re-assessing your goals.