We gather information to see how best we can work together. We need to get a clear picture of your goals, current situation and attitude to a number of issues.

What is involved:

  • At outset we provide information about our service, ask for some basic information about you and make a number of mandatory checks
  • At the next stage we ask you to complete a detailed questionnaire that includes your current financial arrangements
  • We use market-leading technology to create an accurate personal profile
  • We clarify your objectives and recommend work to be undertaken
  • We agree the scope and cost of any work with you before progressing
Financial Advisor Process - Engagement

The result:

  • A clear understanding of what you are looking to achieve, the work we will undertake and how much it will cost
  • Your instruction formalises our agreement prior to any further work

Follow on to the next step of our process — Advice

Independent Financial Advisors