Four Steps to Financial Advice
If you think you may need financial advice, just take these four easy steps.
1. Contact us
Call or email to arrange a no obligation meeting. We do not charge for this meeting.
2. Meeting
Meet us to discuss your needs and to find out what we can offer you.
3. Financial details
If you decide you would like to use our services, we will ask you to complete a questionnaire that will give us more information about your financial situation and your goals.
4. Statement of Advice
Once we have discussed your responses and have a feel for your preferences and goals, we will write a Statement of Advice outlining our recommendations. We will then go through this advice with you, making sure you are comfortable with it, and outline the next steps you need to take to implement the recommendations.
For most people, we then help implement the recommendations and offer ongoing support and further advice over the years ahead.