We use a rigorous six-step advice process for all our financial clients. This ensures we gain all the information we need in order to match our advice to your financial goals.
step 1 – ENGAGEMENT
In the initial meeting with our expert financial adviser in Lincolnshire, we will explain our services and the process. As well as answering any questions you may have about our service. We will also take this opportunity to run through the information we require from you.
step 2 – DISCOVER
From the Fact Find, and other information you provide, we will establish your financial situation, your goals and aspirations. Our financial adviser in Lincolnshire will also establish your feelings and opinions about investment risk.
step 3 – EVALUATE
The third stage is an evaluation of your current financial situation to identify any gaps or shortfalls against your financial goals. We will prioritise objectives and highlight areas where we need to undertake further research. Enabling us to provide you with the most suitable advice.
step 4 – RECOMMEND
Based on all this information, what we know about you and your financial situation, our financial adviser in Grimsby will now able to provide you with tailored recommendations. Including illustrations of financial scenarios and the key features of any recommended products.
step 5 – IMPLEMENT
Should you go ahead with our recommendations, we will then undertake all the necessary paperwork. This includes any administration for any new financial products such as investments or pensions.
After any arrangements have been made, we will confirm and provide you with all necessary paperwork. With our expert team of financial advisers in Lincolnshire, you can rest assured you are in safe hands.
step 6 – CONFIRMATION
Depending on the service level you have decided on, we will schedule in reviews and the provision of ongoing advice.
We can just act for you in setting up the transaction. However, we would recommend regular reviews and ongoing advice. In order to ensure your financial affairs are kept up to date with your circumstances. This also gives us the opportunity to review the performance. The fees for our ongoing financial adviser service will be discussed separately.
Contact us today if you require an expert financial adviser in Grimsby, Cleethorpes or the surrounding areas of Lincolnshire.