First in Financial Solutions
First Advice Solutions follow a step by step advice process to ensure that you get the best service and advice to meet your needs. Each person is different and our advice process ensures that our advice matches you and your goals.
Defining Our Relationship with You
We will explain the process we will follow, find out your needs and make sure we can meet them. You can ask us about our background, how we work and how we charge our clients.
Identifying Your Goals
This stage serves as a foundation for us developing your financial plan. Your adviser will then take a good look at your position – your assets, liabilities, insurance coverage and investment or tax strategies.
Preparing Your Financial Plan
We will recommend suitable strategies, products and services, and answer any questions you have. You will be given a Statement of Advice and we will ensure you are comfortable with our recommendations.
Implementing the Recommendations
Once you’re ready to go ahead, your financial plan will be put into action. We will update you along the way and ensure you receive confirmation of your investments
Reviewing the Plan
Your circumstances, lifestyle and financial goals are likely to change over time, so it’s important that your financial plan is regularly reviewed to make sure you keep on track with your objectives. We enjoy regular contact with our clients and regular review meetings.
