One thing financial planning isn’t is quick. There’s a lot to do and we’ll probably have around four meetings. It may be more, it may be less, depending on what we’re doing and how much you can get done from your side.
What you see happening as a client is the tip of an iceberg - we’re a highly regulated profession and we don’t cut corners.
Everything works towards an advice report, which we discuss in detail. You can then make an informed decision to proceed with any of the recommendations. If you go ahead, we put everything in place for you.
Fees are worked out based on a number of factors - including complexity, the likely time needed, particular risks involved, the value we believe we can add to your situation, and urgency.
The more you can do (I call it ‘homework’) between meetings, and the quicker you are to sign documents and upload what we need, the quicker the advice process will be. It’s very much a collaboration.
What you see happening as a client is the tip of an iceberg - we’re a highly regulated profession and we don’t cut corners.
Everything works towards an advice report, which we discuss in detail. You can then make an informed decision to proceed with any of the recommendations. If you go ahead, we put everything in place for you.
Fees are worked out based on a number of factors - including complexity, the likely time needed, particular risks involved, the value we believe we can add to your situation, and urgency.
The more you can do (I call it ‘homework’) between meetings, and the quicker you are to sign documents and upload what we need, the quicker the advice process will be. It’s very much a collaboration.