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In our initial meeting, which is free and without obligation, we establish your goals, objectives and aspirations. It is important that we fully understand your current situation and what existing financial products you have in place. We don’t undertake any financial planning on your behalf until we confirm our charges and you agree to proceeding.
In this part of the process we gather information about your current income and expenditure, assets and liabilities and information about existing policies and investments. We are establishing ‘Where you are now’ with this factual information.
Having been provided with some information about your existing plans, we go and find out more about them and how they can work with your goals and aspirations. Once we have all the information we prepare a financial analysis of your current situation. We look at lifetime financial planning and identify gaps that will stop you achieving your goals, we number crunch.
We will then formalise our solutions in a personalised report this is unique to your situation. This is where our expertise truly shines.
The plan is clearly explained to you face to face, all your questions are answered and of course it is your decision to implement the plan, we agree together the best way forward. Once you are happy with your plan our team will implement it.
As a client we regularly review the plan with you, things change, personal circumstances, legislation, markets...we will make sure your plan is working for you. We review its success against measures that we have agreed in the plan. We will agree an-going review structure and associated costs with you at outset.
75point3 Ltd, 14 Penrhyn Road, Colwyn Bay, Conwy, LL29 8LG, is authorised and regulated by the Financial Conduct Authority Firm No 418618.