The first meeting is to help you decide whether we can provide you with a service you will value. We will clearly explain how we work, the services we offer and how we charge for our work. This meeting is completed at our expense.
We want to listen to your immediate financial priorities and concerns but importantly we will also take the time to listen and to understand what you want from your future.
Utilising the information gathered, we will analyse your current personal financial position and assess what actions need to be taken to ensure your goals are achieved.
We will liaise with your existing providers to ensure we have up to date information to create a picture of your current financial position and to help you understand where you are financially. Your individual attitude to risk and financial goals both now an in the future will be used to develop the right plan for you.
We now know where you are, what you want and where you want to be. During this meeting, we will present you with our advice.
We will give you intelligent, honest advice about what you need to do and provide an explanation of the options open to you.
If you’re happy to proceed with our proposals, we can begin to implement your financial plan strategy. This is an important and critical stage and various factors will need to be considered. We will manage the process of updating your existing plans and implement any agreed strategies.
We don’t believe that financial life planning is a one-off event. We would like to be your financial planner for life and work closely with you to ensure your future objectives are reached. The world of finance does not stay still and neither should your plan, this will need to be reviewed on a regular basis to ensure you are still on target for your goals and that the risk you originally took with your investments has not drifted too far from your comfort zone.
Whatever independent financial planning advice you need, we promise both quality and good care – speak to an IFA in Leeds now, or drop us a line with your questions.