Service Proposition
We will offer you an initial appointment, of up to one hour, without charge and without obligation. This will give you an opportunity to tell us about yourself, what you hope to achieve, and for us to tell you how we can help.
Following this meeting, should you wish to proceed, we will be able to provide you with a quote to compile a Personal Financial Management Plan on your behalf. Should you wish to proceed, we will arrange a second appointment, which could take anything between two and four hours. At this appointment we will go through your aims, your objectives, your priorities, your current income and expenditure and your existing plans – in other words, a full overhaul of your current situation to ensure we have a thorough understanding.
Your Personal Financial Management Plan
When we have built up a complete picture, we will put together your Personal Financial Management Plan. This is designed to capture your financial position in a single document, and forms the basis of all of the future work we will undertake for you. Your Personal Financial Management Plan gives you a clear picture of your current position, the issues that you face, and what areas you need to concentrate on. Included within the Plan will be a list of the actions we recommend you take, together with the expected costs.
The next step
Should you want to proceed with any of our recommendations, you then need to decide if you want to become a long-term Jane Smith Financial Planning Ltd client. Your objectives and your situation will undoubtedly change over time and it is crucial that your financial planning meets these changing requirements. If you decide to continue using our services, we will work with you to help you achieve your objectives, keep you organised and focused, and make your money really work for you.
- Our Financial Management Process - 15KB - Download here
