The client journey
Step 1
Initial meeting
The first meeting is all about gaining an understanding of your requirements and your goals for the future. We’ll complete a fact-finding exercise to learn more about you and explain our services and fees. This initial meeting is held at our expense and usually lasts around an hour.
Step 2
Analysis
Once we have all the information we need, we’ll go away and analyse your requirements. We’ll research the market and produce a detailed, personalised recommendation report built around your objectives.
Step 3
Second meeting
We will meet again to present our recommendation report. We’ll take you through it in detail and answer any questions you might have, as well as taking you through all costs and fees. If you’re happy with the proposed strategy, we’ll set things in motion.
Step 4
Implementation
At this stage, we will put your plan into action. We’ll contact all product and service providers on your behalf and take care of all the paperwork, while our support network will ensure you’re provided with regular updates on your progress.
Step 5
Ongoing services
We believe the best outcomes stem from an ongoing relationship, allowing us to regularly review your financial plan and ensure it’s still suited to your circumstances and objectives. If you opt-in for one of our ongoing services, we’ll meet at least once a year to revisit your strategy, and adjust things in line with your requirements.
Production
