Following the initial consultation (and assuming you wish to continue) we will start to analyze the data you have given us. Having gained a clear understanding of your needs, expectations and concerns from our discovery meeting(s), we can now consider the best and most appropriate solution to design a bespoke financial strategy.
Our work may include writing to existing providers to establish the status of current plans and sorting through and dispensing with any worthless or outdated paperwork. We will also identify areas which require attention and where improvements can be made.
In essence, it's a financial survey to check the foundations are in place so that we can start building a financial strategy. We then use the results to produce a written recommendation and list of agreed priorities that address specific points of concern.
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