Story
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Before we meet we'll send you our welcome pack, it'll walk you through the kind of information we'll need from you. There'll be some questionnaires to fill in, designed to get you thinking about your financial life.
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We'll meet face-to-face and work through a fact-finding mission – there'll be lots of questions from us and we'll need financial paperwork from you. That'll give us a clear picture so we can give you the best advice.
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We'll talk about the kind of products you think you need but also about deeper issues such as your attitude to risk, lifestyle and your vision for your financial future.
Understanding
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Once we really understand your story and know what you want we'll go away and plan. Then we'll come back to you with your vision document, which tells you everything we've heard about you and what you want, on one page. This is what we'll use to create your plan.
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If you like what you read we'll create your financial life plan for the next 24 months. That's a crystal clear plan for the next rolling 2 years, which shows where your financial life is going and what is covered and when.
Action
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In this document we'll decide on a rhythm of meetings to review – between 2 and 4 times a year – because unexpected events happen and your life and needs change. Your financial plan has to flex and keep up with what's happening in your life.
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At each review we'll cover specific topics – so we'll send you materials that'll give you the information you need at each step.
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You'll pay a monthly fee. You can pay by standing order or out of your products and we'll always show you exactly what you'll pay.
