Our Advice Process

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Our Financial Process

No two people or businesses are the same. Whilst there may be some similarities, we believe each situation is unique

There is now an ever increasing range of financial solutions available and the challenge is how you identify what the right strategy is for you. Financial Concepts can work with you to ensure that you have a plan focused on achieving your goals and aspirations

The following are the steps involved in our advice process which fall into three distinct areas as detailed below:

  • Strategy
  • Implementation
  • On-going Review

Your financial planner will explain this in more detail during the meeting

How we charge for our advice

Our usual process is to arrange an initial meeting (for which we will not charge) in order to establish your needs and objectives. This allows our Independent Financial Planners to make an assessment of the work to be undertaken together with any on-going work that may be required. This will also allow you the opportunity to ensure that you are comfortable working with us.

We will always explain what costs will be payable for our advice and services but we will not charge you until we have agreed with you how much and how we are to be paid.