Analysis - We need to gain an understanding of your current circumstances; your aims and objectives over the short, medium and long term; and if necessary prioritise. This will typically involve a face to face meeting
Scope - We need to reach agreement on the amount of work to be undertaken and how it is to be paid for.
Research - As an IFA we will research the whole of market
Presentation - We will present our recommendations to you at a second meeting. It is essential that you fully understand the basis for our recommendations, which will be put in writing to you.
Implementation - Subject to your agreement we will organise the implementation of your strategy
Review - it is essential that the recommendations are reviewed on a regular basis and that you make us aware of any change in your circumstances or personal aims and objectives.