Chartered Financial Planners
 

1. Establish Your Goals & Objectives

At our initial meeting, we will use this time to establish your goals and objectives. This gives you the opportunity to speak to us about your circumstances and personal goals.

2. Develop a Strategy To Meet Your Needs

Following on from our initial meeting we will arrange to summarise your overall financial situation using the information that you have provided. The summary will confirm your personal goals and initial recommendations and fee for achieving your goals.

3. Make Recommendations & Implement Recommendations

Once you have given us the go ahead with the initial summary recommendation, we will then formalise the financial strategy. For example, reviewing your pension, creating a retirement plan, protection of family and/or dependents or developing a tax efficient investment strategy including inheritance tax planning. The implementation will mean that we produce the appropriate paperwork and ensure a smooth set up of agreed recommendations.

4. Review Your Goals and Current Situation

Once the strategy is implemented, we will continue to review the financial plan as we understand that your priorities change throughout the different stages of life. GQ Independent Ltd will ensure that it provides you with continued structured reviews and our on going review process is detailed in our initial advice and fee schedule.

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