The AFP Process

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.

Step 1. Getting in touch

Whether you wish to speak with a particular planner or have a general enquiry please call your nearest office or email and our team will be happy to help. Please be aware that our offices operate between the hours of 8.30am and 5pm Monday – Thursday and from 8.30am and 2pm on a Friday.

Step 2. The Initial Meeting

All initial meetings are at our cost and for the most part, held at one of our offices. If more convenient we can meet at a more suitable location, and on occasion, our team travel to London for client meetings. We can arrange meetings at a mutually convenient time via video conferencing.

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 take along 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.

Step 3. The Proposal

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.

Step 4. The follow up meeting

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. This is generally done at a face to face meeting but can be done over the phone if more convenient.

Step 5. The Annual Review

As a minimum we ask to meet with clients once a year to review their plan and discuss any changes required or events that may have had an impact their financial situation.

Step 6. The Ongoing Relationship

We keep in regular contact with all our clients, and will meet with clients as often as they need to.

Cloudy Skies Rainbow Small

Here to help

Our business remains operational during the lockdown and our team is here to help, available during normal working hours.