We believe it is important to have a disciplined approach towards developing a successful financial planning strategy and follow this process:
- Initial meeting and review - We undertake a full review of your circumstances and financial objectives taking account of any existing arrangements.
- Needs and goal setting - We will analyse your needs to ensure that your end goal is met.
- Analysis and research - We will undertake thorough analysis and research to tailor an individual solution to your needs and goals.
- Presenting a financial plan and recommendations - We will present you with comprehensive research of the mortgage, protection and general insurance market and discuss the suitability of each area in matching to your needs.
- Implementation - When ready we will take care of the whole application process through from start to finish with any property purchase, remortgage, protection policy or general insurance policy.
- Forward planned regular reviews - We will diarise reviews in advance to ensure the all mortgage, protection and general insurance products remain suitable and up to date.