For most of our clients, we get together formally once a year to check in on how things are going, confirm the things that are most important to you, reassess your situation and prioritise your goals. These meetings are an invaluable part of ensuring your financial strategies remain relevant and that you remain on track to living your best possible life. The true value in working with a financial adviser is not in any one plan but in the process of planning together year in and year out.
If you have more complex needs, we may meet more frequently.
We will send you out an offer to set this appointment up ahead of time.
Formally, there are steps we will also take at this time:
In the meeting we will go through the standard 5 steps:
If new advice is needed, we will discuss this with you and any costs associated with new advice. Subject to your approval, we will go back through the previous steps to ensure you and your changing needs are well looked after. Behind the scenes, we will ensure your details are updated and accurate and that our advice is documented.
In amongst the work of really getting to know you and your needs, and keeping abreast of the relevant financial strategies, legislation and products on the market, we also hold ourselves to strict account to the regulations governing our Industry. At each stage in our process, there are several things we must do to demonstrate compliant procedures.
We aim to elate our clients, not just satisfy, so we actively seek your feedback each year. Of course, you can speak with anyone in our business at any time if you have a concern or commendation, and we also have formal feedback surveys that go out to collect your insights.
You will develop a close working relationship with your adviser and local client support managers, and you also have a relationship with Invest Blue. We will send you information from time to time that we think helpful or relevant to your journey.
This journey is all about you. If at any time you have questions or concerns we are 100% here for you.
If you would like to ask a question or get the process started for yourself, please get in touch.