PERSONAL FINANCIAL PLANNING
PERSONAL FINANCIAL PLANNING
STEP 1:
COMPLETE
OUR
FACT-FIND
QUESTIONNAIRE
STEP 2:
COMPLETE
OUR
RISK-PROFILE
QUESTIONNAIRE
STEP 3:
WE'LL
SET UP YOUR
APPOINTMENT
We’ll help you take the right steps and develop a clear path to your future financial security.
We’ll begin by gathering all the information we need to know (from your fact find and risk profile). We’ve developed a bespoke financial planning tool, our Lifetime Program, which provides you with a complete picture of your finances and roadmap to your financial security. This allows you to determine what the most important steps are for you, so that we can help you achieve your financial goals.
Step 1
Complete our
Fact Find Questionnaire
We need to fully understand your current financial position to get to know you better and for compliance reasons. It may seem like we are asking for lots of information, but it underpins the advice that we give. The more we know and understand your finances, the more robust and comprehensive our advice will be.
Step 2
Complete our
Risk profile Questionnaire
We are all unique and different. The 8 questions in this risk profile questionnaire have been designed to
appropriately measure and assess your risk tolerance on a scale of 1-7. The results will assist us to
select an appropriate investment strategy that is consistent with the way you respond to risk and for you to ensure that any investment decisions you have made are suited to your personal risk profile.
Step 3
We will be in touch to
organise an appointment
We’ll assess your current financial situation using our Lifetime Program and then invite you to come and see us for a consultation to develop your financial roadmap and discuss the recommendations to secure your financial future. Simple.