Our Advice Process

Our OPTIMUM service uses a six stage face-to-face advice process.

Discovery Meeting

Discovery Meetings typically last between one and two hours, depending on the complexity of your situation. You may wish to include other people, such as your spouse, partner, children or other professional advisers.

Research

We will forward any letters of authority to the relevant providers and then analyse the information we receive from them together with all the information we gathered at our Discovery Meeting.

Financial Planning Report Preperation

The research and preperation of your plan will typically take between two to four weeks to complete. Your Financial Planner will stay in touch with you during this stage and keep you informed of when we expect to deliver our report to you.

Presentation and Recommendation

The second meeting will typically last two hours, depending on the complexity of your situation. Again, you may wish to invite other people such as your spouse, partner, children or other professional advisers.

Implementation and Liaising with Providers

Once you have confirmed in writing that you are happy for us to implement your personal Financial Plan, we will take responsibility for administering the changes and arranging the necessary transactions.

Ongoing Service

We know that your aims and objectives can change over time so we also offer a comprehensive ongoing face-to-face review service. This ensures you can benefit from our support over the long-term and, together, we can make sure you remain on track to achieve your financial objectives.