Client Journey

Our Client Journey is designed to help you understand the six key stages you will experience from one of our professional advisers.

Client Journey Step 1

1. Initial Introduction

  • Establish how we can help you
  • Arrange a free mutually convenient appointment with no obligation
  • Explain FA’s history, our key values and our services

Client Journey Step 2

2. Discovery/Review Meeting

  • Provide you with our company brochure and explain how we work
  • Understand your current circumstances and your goals
  • Discuss any potential costs and provide you with written confirmation of this
  • Agree actions and priorities and date of advice and recommendations meeting

Client Journey Step 3

3. Research & analysis

  • Review discovery meeting
  • Collate existing provisions
  • Establish availability of state benefits
  • Undertake market research, analysis and cost comparisons
  • Review tax implications
  • Design appropriate solutions in order of priority
  • Prepare advice and recommendations

Client Journey Step 4

4. Advice & Recommendations

  • Fully review discovery meeting, agreed priorities and actions
  • Presentation of recommendations including specific investment products
  • Agree an affordable solution in priority order
  • Confirm initial remuneration
  • Discuss what happens next
  • Confirm FA charity donation
  • Introduction to your family and friends

Client Journey Step 5

5. Advice Implementation

  • Welcome call from client service team (CST)
  • Implementation of advice solution by CST
  • Liaise with lenders, product provider(s) and yourself regarding prospective purchase of retail investment products
  • Ongoing contact with CST and adviser
  • Written confirmation of recommendations
  • Inspection and issue of plan documentation

Client Journey Step 6

6. Agreed Ongoing Service Levels

  • Review and agree with your adviser the levels available via our client proposition
  • Agree with your adviser your next review meeting date
  • Request feedback via our client survey
  • Ensure our client app is downloaded so you can keep up to date with news in the financial sector and keep in touch with your adviser

Start your Journey...

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The value of pension and investments can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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