Financial Planning

Initial Meeting

Step 1 – Initial discussions around financial objectives
Step 2 – Full Financial Fact-find including mortgages, investments, pensions, life insurance, income protection etc.


Step 3 – Adviser Information Gathering
Step 4 – Client Information Gathering


Step 5 – Financial Needs Analysis

Second Meeting

Step 6 – Discussion of Financial Needs Analysis
Step 7- Discussion of Pension Needs Analysis
Step 8- Implement Agreed Strategy

Review in 12 Months

Step 9- Changes in your world
Step 10- Changes in the financial world
Step 11- Updating requirements accordingly
Step 12- Implement changes to strategy

For details or a quotation please email