Our role as your financial planner is to help you gain clarity over your future.
We understand that most people aren’t always as financially organised as they could be. Often new clients arrive with a bag full of paperwork and unopened envelopes. We help you get clarity on your current financial position so that you are able to make the next step in the financial planning process.
Helping with a more organised filing system
Getting set up with the Personal Finance Portal.
Now that you are organised and have clarify over your current financial position we then help you imagine what possibilities the future could hold.
By asking you the right questions and using our skills we help you to:
We investigate your existing pensions, investments, protection policies, and consider whether these are structured in accordance with the objectives we uncovered in stage 2.
We’ll also consider their suitability for you, taking into account factors such as your:
Using the information, we have gathered during stages 1 & 2, along with our financial forecasting, we will:
Presenting the proposal is just the tip of the iceberg. Implementing the proposals is undertaken with the same meticulous attention to detail, meeting the exacting Compliance standards of the FCA.
We believe an Annual Planning Meeting is is arguably the most important meeting we will have with you. At least once a year we sit down with you to update your Financial Master Plan with a year’s worth of reality in order to assess your progress towards the objectives. We’ll hear about any changes which might affect the plan, and review what has been set up and how it is performing.
We believe that financial planning is a dynamic process and in order to meet your life goals you need ongoing coaching and support. It’s not something that you can do once and forget about. Most of our clients join our Financial Coaching programme so that we can work together over the long term to ensure that your plan stays on track and we are able to adjust your plan to meet the changing circumstances of your life.
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Professional, personal and a friendly service… Prepared to listen and discuss my requirements in depth…. I can highly recommend all the team at The Financial Advice Company, for looking after my interests for my future and for my family’s future.
I would like to express my appreciation of the excellent information as well as the time investment you have provided which have helped me to make informed decisions... Your advice and willingness as well as your patience have enabled me to fully understand the choices I can make.
The tool used to demonstrate different financial scenarios is fabulous to help plan my future savings and more importantly my future spending!
We particularly value the future projections of our financial position. We consider that this helps to plan sensibly for the future particularly taking into account age and health prospects and provides reassurance as to a secure financial future.
We have been clients of The Financial Advice Company for ten years. Throughout that time they have provided good financial advice in a professional & friendly manner.
I have no hesitation in recommending them for first rate independent financial advice and management.
Ben is always extremely courteous and professional taking the time to listen to my changing financial needs. The advice he gives has always been reassuring and has helped me enable my financial plans with my needs always at the forefront. I would highly recommend Ben and his team to provide a true client centred and professional service.