The Client Journey
Starting with identifying your goals and objectives, we’ll work with you to create and implement a bespoke plan. We follow a six step client journey to get to know you, your goals and circumstances.
Identify your needs
and objectives
We will fully explain the services that we will provide, identify your financial needs and objectives, answer any questions you have, agree the next steps and our payment terms.
Getting to
know you
We will gather your financial information and work together to define your personal and financial goals, understand the time frame for results and discuss how you feel about risk.
Review progress and
ongoing service
We will work with you to review and adapt your financial plan to make sure it remains on track to achieve your objectives. Reviews will take account of any changes in your personal circumstances, financial market conditions and relevant legislation.
Research and
Analysis
With all of the information gathered, we will analyse all areas and produce a financial plan to include your current position and our recommendations for the steps to meet your goals.
Implementing
the Plan
Having agreed your financial plan, we will commence work on implementing our recommendations for you. You will be updated on the progress of these final steps in turning your plan into a reality.
Presenting the
Financial Plan
We will meet and present the plan to you. It will set out specific and realistic recommendations designed to achieve your objectives over an agreed timeframe. There will be a chance to make adjustments and refine the recommendations as appropriate.
Identify your needs
and objectives
We will fully explain the services that we will provide, identify your financial needs and objectives, answer any questions you have, agree the next steps and our payment terms.
Getting to
know you
We will gather your financial information and work together to define your personal and financial goals, understand the time frame for results and discuss how you feel about risk.
Presenting the
Financial Plan
We will meet and present the plan to you. It will set out specific and realistic recommendations designed to achieve your objectives over an agreed timeframe. There will be a chance to make adjustments and refine the recommendations as appropriate.
Having agreed your financial plan, we will commence work on implementing our recommendations for you. You will be updated on the progress of these final steps in turning your plan into a reality.
