Our process for quality advice
We've worked hard to develop a rigorous, repeatable advice process that helps us deliver the right, bespoke solution to your needs and requirements.
Our advice process consists of four stages:
1. Understanding
First, we meet with you to understand your existing plans and your financial objectives so that we can help you achieve them. This allows us to offer you the right advice and service that meets your objectives and matches your risk and return preferences.
2. Building
We offer you evidence-based and personalised recommendations that build on your current plans using our robust research capability. We investigate different financial scenarios so that you can be confident in achieving your objectives.
3. Implementation
Like most of our clients, you may choose for us to implement your plan for you. By working on your behalf with the provider, we can save you time and effort, and ensure your plans are set up correctly.
Alternatively, you can implement our recommendations yourself, with advice and guidance from us. We’ll ensure our fees for this are made clear to you.
4. Monitoring
We know our clients benefit from regularly reviewing their financial objectives with us so that we can make sure that they're still on track. We recommend scheduling regular progress checks to make sure that your plans aren't affected by changes in law, tax, or the economy.
We also contact you with information and suggestions that we feel are directly relevant to you and your plan.
As you know, you're not obliged to implement any of our recommendations, you're always free to choose what you'd like to do.
Our process for quality advice
We've worked hard to develop a rigorous, repeatable advice process that helps us deliver the right, bespoke solution to your needs and requirements.
Our advice process consists of four stages:
1. Understanding
First, we meet with you to understand your existing plans and your financial objectives so that we can help you achieve them. This allows us to offer you the right advice and service that meets your objectives and matches your risk and return preferences.
2. Building
We offer you evidence-based and personalised recommendations that build on your current plans using our robust research capability. We investigate different financial scenarios so that you can be confident in achieving your objectives.
3. Implementation
Like most of our clients, you may choose for us to implement your plan for you. By working on your behalf with the provider, we can save you time and effort, and ensure your plans are set up correctly.
Alternatively, you can implement our recommendations yourself, with advice and guidance from us. We’ll ensure our fees for this are made clear to you.
4. Monitoring
We know our clients benefit from regularly reviewing their financial objectives with us so that we can make sure that they're still on track. We recommend scheduling regular progress checks to make sure that your plans aren't affected by changes in law, tax, or the economy.
We also contact you with information and suggestions that we feel are directly relevant to you and your plan.
As you know, you're not obliged to implement any of our recommendations, you're always free to choose what you'd like to do.
Read less
