SITE ACCESS:

You will be transferred to a separate website area where by you will be asked to input the same email address as you have just used along with a password of your choosing.

FINANCIAL PLANNER ASSIGNMENT:

It is important that you use the same email address so a financial planner can be assigned to you and make contact with you.

MEETING – FINANCIAL PLANNER:

The financial planner will then ask you for access to your site and talk you through how to best use this area through screen sharing enabling you to become fully aware ofour personal expenses by downloading your data from your banks.

THE REVIEW:

The financial planner will then discuss with you your goals and needs and work with you to design a financial plan that suits your requirements.

PLEASE READ:

Please note that the initial financial review and assessment of your financial situation is free of charge but costs for time and research may need to be paid by you if a personalised plan is required and ongoing monitoring to help you to achieve your financial goals is needed.