Financial Planning Process
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1. Client Engagement
Your financial adviser will find out what you want and gain an understanding of your preferences, plans, goals and concerns. This first step is all about you, not your money. It also gives you a chance to get to know us as well.
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2. Discovery
We'll then establish your current financial position. This will include working out your assets and liabilities, income and expenses (both currently and future expectations).
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3. Analysis & Research
At this stage, your financial adviser will assess all the information they've gathered and consider what is working and what can be improved. We’ll brainstorm to make sure we use the collective expertise of our team.
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4. Presentation
We'll deliver a written report, including justifications for the recommendations we have made. You'll then agree with your financial planner on how you wish to move forward.
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5. Implementation
Your adviser and the wider Progressive team will take on the responsibility of putting any changes into action. This may include us working collaboratively with other professionals or coordinating where we need your input.
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6. Review
The process doesn’t stop at implementation. Your financial adviser will reassess your plan regularly to make sure it continues to work for you taking account of the ever changing investment environment, your changing circumstances and objectives.
What we do
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Financial Planning Services
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Expert Advice
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Talk to one of our advisors
To arrange a meeting with one of our advisers, call us on 01452 311 336. Or send us your contact details and we’ll get back to you.