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Our Structured Approach |
At Face to Face we believe in a structured approach to financial planning.
This helps you understand what is happening, and gives you the time that you need to make these important decisions.
This is all part of the Face to Face Commitment to you.
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1: Initial Appointment
We start with a detailed and confidential interview to establish
your present financial circumstances, your aspirations
and your future needs.
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2: Analysis
We will then take this information and produce
a report or product research along with any back up information
such as key feature document, investment information etc.
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3: Presentation Appointment
We will present our findings and talk you through
any report or product research we have completed.
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4: Suitability Letter
Should you wish to proceed with our recommendation;
a suitability letter will be produced to confirm the discussion,
analysis, recommendation and way forward.
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5: Review
We will meet for reviews at our client's convenience.
At this meeting either an update will be provided or, if the adviser
feels it in the client's best interest, we will
carry out a full review of your circumstances.
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