Independent Financial Advisers Lytham St Annes, Lancashire
Our Financial Advice Process
We offer an initial meeting to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side.
During our initial meeting we will listen to your needs and look at your situation. By gathering information from you we are able to adapt our advice process based on your financial plans for the future.
We use the latest analytical tools and technology to help us personalise and tailor your portfolio based on the latest deals and products currently available.
As a firm of Independent Financial Advisers we can give you the most suitable advice for your needs from the whole of the market. It also means we are able to advise on a wide range of financial products that are available and place your interests at the heart of the advice that we give.
Not everyone's financial advice is independent. Ours is.
- Initial meeting discussing your aims and talking you through our services
- Gathering information and setting goals and aims
- Preparing a financial plan
- Showing you and explaining your financial plan
What you can expect as a client
Ongoing process of implementing and reviewing your plan on a regular basis.