Your First 90 Days with us: A Step-by-Step Guide
Learn what to expect when working with a financial advisor, from your initial call through to your tailored recommendations.
Days 60-90 – Research, Planning and Building Your Advice
Once all the information has been gathered, we move into the detailed research and financial planning stage. This is where we build the advice.
We analyse what you already have and assess whether your current pensions and investments remain suitable for your circumstances and objectives.
We research the market and consider alternative options where appropriate.
We build or refine your lifetime financial plan. We stress-test assumptions.
We consider taxation, income, investment risk, charges and your longer-term objectives.
Technology and financial planning tools are an important part of this process, helping us analyse information, model different scenarios and build your financial plan.
But the technology does not make the decisions for us. Professional judgement and understanding what those numbers mean for your real life remain central to the advice. Numbers on a spreadsheet are one thing. Interpreting what they mean for your future is another.
Your 90-Day Journey
