You will be able to identify your goals, review your current financial position, develop a plan to achieve your goals and work out the appropriate actions to take.
The financial planning service is delivered by a team run by Dr Robin Keyte, who has won four awards in the Money Management Financial Planner of the Year Awards, namely Investment Planner and Pre-Retirement Planner of the Year 2012, and Cautious Investment Planner and Wealth Management Planner of the Year 2009.
When you first contact us we will send you our Client Questionnaire to fill in, as part of our client enquiry pack.
Your first opportunity to discuss setting financial planning goals (e.g. children's university costs; paying off the mortgage; retiring on a given income; reducing tax etc). Also a chance to cover the soft facts which don't always come across in questionnaires.
You will receive a Fee Quotation for your agreement, listing the financial planning items and related costs. You will then receive our financial planning report (once our enquiries have concluded). Second client conference: a chance for you to discuss the report, review your goals (identifying any new goals) and agree how to proceed.
You will receive a 2nd Fee Quotation for your agreement, listing the work items and related costs. You will then receive our advice, and can apply for all required transactions (arranged on NIL commission terms to benefit from very low charges).
You will receive a financial planning review report, together with a policy summary including valuations and performance analysis. This is followed by a client conference to discuss matters. A chance for you to review your goals and any outstanding actions etc.
The ongoing service includes regular policy summary reports that provide up to date valuations of existing pensions and investments together with investment performance analysis, as well as details of insurances and any other policies.
It also includes an annual financial planning review which summarises the current position (including any changes in objectives etc) and reviews your existing financial plan and identifies any actions required.
It also includes an annual client conference to discuss matters, and telephone support throughout the year.
