HOW WE WORK
working with us
Once you’ve contacted us, we’ll schedule a call to discuss your current financial circumstances and your experience of financial advice. Then we’ll match you with an expert financial advisor who’ll get you started on your journey.
your financial journey roadmap
THE STAGES OF YOUR JOURNEY
ESTABLISH OUR RELATIONSHIP
The initial phase involves understanding you as an individual or a family unit: and ambitions, whether immediate or future-oriented.
ASSESS YOUR
CURRENT SITUATION and FINANCIAL
AGREE YOUR DESTINATION
We will guide you through a coaching process while delving into your primary requirements and aspirations for the future. Then, we will compile a discovery document to evaluate your existing financial status and analyse your risk tolerance.
PROVIDE ANALYSIS AND A ILLUSTRATED PLAN, SETTING OUT HOW TO ACHIEVE YOUR GOALS
The next step involves creating a personalized financial plan based on your goals. Information about your pensions, savings, and investments will be gathered to understand your financial situation. Conquest cash flow software will be used to illustrate a strategy that guides you towards your desired financial future.
PRESENT OUR RECOMMENDATIONS
AND AGREE THE WAY FORWARD
We provide findings, recommendations, and explain decision implications. Once you approve the plan, we outline the next steps and take responsibility for our advice.
IMPLEMENT THE RECOMMENDATIONS
Let us manage the intricate details. We will liaise with providers and streamline all necessary paperwork to ensure the implementing your financial plan
ONGOING SERVICE, TO KEEP YOU ON TRACK
Life is filled with changes, which is why we will consider any adjustments to your personal circumstances or goals that could impact your plan. We will meet with you at least once a year discuss this.
