Our Services

When you work with us we will take you through the six recognised steps of Financial Planning:

1.      Meet and collect all relevant information
2.      Identify your needs, wants and goals
3.      Identify and discuss problems in achieving your goals and objectives
4.      Prepare a written plan
5.      Present and discuss the plan with you and implement agreed approach
6.      Review progress at agreed intervals

At the first meeting our advisers explain why they are qualified to offer you financial advice, tell you about Advice Financial and the processes we follow. This initial meeting is FREE.

Next, if there are areas in which you would like us to help, we will research these specific areas and report with recommendations back to you within a week to 10 days.

At our second meeting we reconfirm what you have told us and present our findings with recommendations. You can either make decisions then, or book a third meeting to decide how to implement the recommendations you like.

To establish what your plan will cost will depend on what comes out of the initial personal review. At the end of this personal review we will be able to determine an appropriate fee. At that time, once you know what this fee will be, you can decide if you would like to proceed to the next stage.

Are you happy to go ahead with Stage 1, the Personal Review?
If so, please click here to make initial contact with us by e-mail.