The financial advice process

You can view our presentation here:

The financial advice process

Seeking financial advice for the first time can be quite a daunting prospect so we have created this presentation that explains what is involved under the following headings:

  • Introduction to the financial advice process
  • Stage 1: The initial contact
  • Stage 2: The financial review
  • Stage 3: The preparation of recommendations
  • Stage 4: The presentation of recommendations
  • Stage 5: Putting the plan into action
  • Stage 6: Ongoing reviews
  • Fees