The Advice Process
One of the joys of working in an organisation like ours is that we really get to know what’s important to our clients beyond their money.
So the first step is to get to know where you are financially now and what goals you have for the future. Then we want to know what you care about, because this is the additional level of knowledge that guides an ethical financial specialist. You will not usually be charged for this meeting.
When we really understand you and your requirements, we will prepare a very individual plan based on your ethical concerns and financial goals.
One of the advantages of being entirely independent is that we are not limited by links to another company, so the whole world of investment and insurance is available to us (so long as it has an ethical screen.)
Next, we get together to talk it through – often it needs refining, and we are happy to carry on until you feel it is just right.
We are committed to giving advice, not selling, and you will never experience any pressure from any of us to “buy” anything. Only when you are really settled in your own mind would we want to implement the plan.
Finally, we prepare all the paperwork for you and take care of all the administrative processes required to put your individual plan into action.
We shall remain in contact with you so that you can benefit from our ongoing services.
