Engaging with a professional firm can sometimes be quite daunting, in particular when it comes to something as personal as finance and money.
We take time to understand your requirements and gather the relevant information, staying in touch to refine and update detailed plans as your situation evolves. The aim of our continued support is to help bring your plans to life, so you can have confidence in your financial security, whatever the future may bring.
Whether you wish to speak with a particular planner or have a general enquiry please call your nearest office or email firstname.lastname@example.org and our team will be happy to help. Please be aware that our teams operate between the hours of 8.30am and 5pm Monday – Thursday and from 8.30am and 2pm on a Friday.
All initial meetings are at our cost and are currently available via telephone or online. All face to face meetings at our offices are not currently available.
The initial meeting usually lasts an hour and provides the opportunity to discuss particular issues or solutions required, and ask any questions about our team, services, or fees.
Depending on your requirements you may be asked to provide relevant paperwork in advance of this meeting. Initial meetings provide all the necessary answers to establish if we can assist you and importantly, that you like our team and feel confident and happy to take things forward.
Should you wish to engage in our services, a proposal will be sent to you outlining matters discussed, explaining our services, fees, and next steps. Further to agreement our team will collate the relevant information and work towards creating your report, recommendations, and solutions.
If you are happy with the proposal, a second meeting will be arranged to run through the details and gather the relevant information in order to take things forward.
From the moment we book you in for your annual planning meeting, we’re hard at work.
This starts with the Paraplanners, the team behind the scenes who orchestrates the pre-review process, and their first port of call is to liaise with the Administration team.
The team gathers information from the various providers we work with. One of the most important pieces of information is your portfolio performance, and we use this as well as historic plan information to give you a range of long and short-term results during the meeting. The administration team also prepares any paperwork you may be required to complete or sign.
Once this has been arranged, it is then returned and passed back to the Paraplanners. At this stage, they’ll complete a pre-meeting spreadsheet, a breakdown of all your finances, from income and expenditure to all your assets and holdings. The next step is getting this to you securely. And that’s where our client portal comes in.
We send the spreadsheet along with instructions in advance, to give you time to go over all the information and make any amendments needed. Once you have returned all the documents, the Paraplanner updates the systems, making sure everything we hold on file is correct and up-to-date so the Planner has all the information for the upcoming meeting.
We now use this information to create a financial model of your current and future circumstances, again, you will be shown this during your meeting.
We keep in regular contact with all our clients and will meet with clients as often as they need to.