Archives: Client journey List
First meeting
We start by talking to you about your current financial arrangements and what you’re looking to achieve. Part of this will be to understand your attitude to risk and your capacity for taking risks (or …
Follow up
After our first meeting we will send you an engagement letter which will summarise our discussions. This will provide a complete summary of your existing plans and assets and outline a way to move forward. …
Preparing our recommendations
Once we receive the go-ahead from you, we will start work on preparing your written personalised report. We’ll gather all the relevant information, carry out a detailed analysis and come up with some recommendations that …
Your personalised Financial Planning Report
We’ll meet with you to discuss our recommendations face-to-face and give you the opportunity to get answers to any questions. Our fee for providing this report will be confirmed in our engagement letter but, as …
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