Transactional Financial Advice
We know that the Lifestyle Financial Planning programme may not be appropriate for everyone, which is why we offer transactional advice for particular requirements or objectives. The process still involves the 6 stages which are concentrated on your specific aims and objectives.
Stage 1 - About you - A thorough understanding of your current position.
Stage 2 - Your goals and ambitions - The particular requirements you want to address such as, protection for you and your family, retirement provision, investments and saving for the future, arranging a mortgage, releasing equity from your home or tax mitigation.
Stage 3 – Analysis - Including your current provisions and highlighting your shortfalls.
Stage 4 - How to get there - To achieve the stated objectives.
Stage 5 - Implementation - Of agreed actions.
Stage 6 - Review & Update - We believe all plans should be reviewed and will invite you to instruct us to carry out regular reviews.
