HOW DOES OUR FINANCIAL ADVICE WORK?
We’ve told you why we do it, now here’s a step-by-step guide on what you can expect from us.
STEP 1 – SET A DATE
Contact us to arrange an initial chat with one of our independent advisers.
This can be held at your home, your place of work, our Norwich-based office or anywhere else you fancy meeting up. If you do decide to come to our office, we’ll make sure you are greeted with a lovely cuppa and a cheeky biscuit (or two).
STEP 2 – INITIAL CHAT
During the initial chat we will spend time with you and ask questions to assist us in understanding your financial goals. It is also a good time for us to tell you a bit more about the service we offer.
We don’t restrict the initial chat to 30 mins and then start billing you by the minute thereafter. With us, you are never ‘on the clock’. It’s important to take time to ensure we fully understand what’s important to you. And if it means we have to put the kettle on again and make another brew, you won’t get any complaints from us.
STEP 3 – FOLLOW UP
Following our initial chat we will confirm the next steps.
Depending on your requirements, this may involve us carrying out some research and analysis on your behalf. We will always keep you updated with our progress either by phone, email, letter or text.
STEP 4 – FORMULATING THE MASTER PLAN
Once we have analysed the suitability of your existing arrangements, we will summarise what you have, their strengths and weaknesses and discuss the options available, answering any of your questions.
As we are fully independent financial advisers who do not hold individual shares in any product provider, you can be sure that any recommendations we make are 100% unbiased, honest and truly are the best solution for you.
And that’s a promise.
STEP 5 – THE GREEN LIGHT
If you are happy to proceed with our proposed course of action, we will put in place any recommended plans or arrangements for you. All of which will be confirmed in black and white for your reading pleasure.
STEP 6 – REVIEW
We will keep you informed of the progress of your financial plan in the form of regular updates and valuations.
We strongly recommend that your financial plan is reviewed on a regular basis to ensure it continues to meet your objectives.
These reviews are part of our service and usually involve meeting up for a chat and, of course, the obligatory cuppa.
If you would like to find our more about receiving independent financial advice from us, please call 01603 340800 or email firstname.lastname@example.org
Need more advice on how to choose the right financial adviser? Our short guide might just help.