The six-step financial advice process

1. At our initial meeting, we will provide you with a disclosure statement, discuss what you are looking for and if we are able to help, agree on likely timeframes and costs.

2. Identify your goals, needs, priorities and risk profile. We help with clarification of your goals to ensure they are specific, measurable, attainable, realistic and time-bound. 

3. Analyse your information, identifying your present financial situation, potential problems and opportunities, and the extent to which your goals, needs and priorities can be met under the current circumstances.

4. Develop and present financial strategies to help you achieve your stated goals, needs and priorities. 

5.  Implement the recommendations, agreeing on actions, responsibilities and timeframes. 

6. Monitor your progress, reporting to you regularly and reviewing the plan as your circumstances changes.