We have crafted a unique financial planning process that captures our fundamental principles: simplicity and effectiveness. This approach is designed to align with your financial goals, ensuring clarity and efficiency in every step.
The Simple Five-Step Process
Step 1
Once we receive your initial inquiry, your dedicated Client Relationship Manager will get back to you within 24 hours. They’re eager to introduce themselves, share insights about our process, and answer any questions you may have. If reviewing your pension arrangements sounds like the next step, we’ll set up a consultation with one of our expert adviser partners.
Step 2
After your partner meeting, where we really get to understand your needs and goals, you’ll receive a Welcome Pack. Think of it as a personalised starter kit! Inside, you’ll find details about ‘Who We Are,’ what we can do for you, and some paperwork to complete. We’ve also got an easy to use online portal ready for you. Your own secure login will open up a world where we can share documents, track progress, and make this whole process a breeze.
Step 3
With all the important pension information gathered, your Client Relationship Manager will arrange a time for you to chat with your adviser partner. We call this meeting Get To Know Your Client, and it’s a chance for you to share your dreams and aspirations. It’s not just about numbers; it’s about making your financial plan uniquely yours.
Step 4
After we get to know you, we roll up our sleeves and dive into detailed research to shape your financial future. We’ll put together a report with tailor-made recommendations to boost your retirement plans. We will lay out any fees and charges and clearly demonstrate how our advice can provide you with a better retirement, but don’t forget, no pressure and of course, no obligation.
Step 5
Ready to implement our advice and recommendations? Fantastic! We’ll handle all the paperwork and applications needed to set up your new pension plan. Plus, your trusty Client Relationship Manager will keep you in the loop every step of the way. Track progress, get updates – all from the comfort of the secure online portal.
Ongoing Advice for Life – We’re not just here for the initial setup; we’re in it for the long haul. Our team is available 365 days a year to help with anything, big or small. Your dedicated Client Relationship Manager and adviser are just a message away through your 24-hour-access online portal. Check in, ask questions, or say hi. We’re here for you.