Our Approach

Our initial meeting is usually without charge after which we provide in writing a full explanation of costs.
We do nothing until we have a thorough understanding of our client’s requirements.

With that knowledge, we can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.

Our final proposals are well-researched and constructed on the basis of what’s best for our clients and nobody else. And of course, we are prepared to work alongside our client’s Accountants and Solicitors.

We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their objectives.

The Financial Consultancy provides financial advice to both individuals and businesses on a fee basis.

The relationship that we build with our clients is underpinned by our commitment to ensure that their long-term financial goals are achieved.

We believe it is important to have a disciplined approach towards developing a successful financial planning strategy and follow this process:

1. Initial meeting and review – We undertake a comprehensive financial review of you (or your business) circumstances and financial objectives taking account of any existing arrangements.

2. Needs and goal setting – We will analyse your needs and goals in great depth to ensure that your financial lifestyle and, if applicable, business plan is designed to meet these.

3. Analysis and research – We will tailor an individual solution to your needs and goals.

4. Presenting a financial plan and recommendations – We will present you with a comprehensive financial report to be discussed and refined as required.

5. Implementation – We will discuss the appropriate ongoing plan with you designed to ensure the successful delivery of goals.

6. Forward planned regular reviews – We will diarise reviews in advance (normally annually) to ensure the financial planning we have put in place is refined and keeps pace with any change in circumstances, with all of our pensions and investments, we work on a fee basis..

This process has to be underpinned by a joint commitment from both The Financial Consultancy and our clients in order to ensure the successful completion of their financial goals.