Creating a professional financial planning strategy
We make sure we take the time to understand your needs, goals and preferences before we make any recommendations – this is the process we follow:
We arrange with you a mutually convenient time and place to meet.
We'll require you to gather financial information in advance of our meeting. This will enable us to develop a clearer picture about your particular situation. To help us do this we'll need to see documents, including life assurance, mortgage, pension, savings, investments or bank statements.
This is also an opportunity for you to outline the issues that you'd like to discuss. We will provide information about our services and explain how we charge and the type of advice we offer
2 Initial Meeting
At our meeting we will assess your current financial position including your assets and liabilities. We will also discuss your objective and priorities and ascertain your attitude to risk.
We will provide you with our Client Agreement and Service Proposition which outline our services and the charges that we make for these for your agreement.
3 Preparing our Recommendations
Using the information we obtain from you, we develop a detailed financial plan. We look at whether the financial plan will fit in with your lifetime goals and make sure you are comfortable with the timescale for implementing the plan.
We research the market, review different products and providers and follow up with the preparation of a document outlining a strategy tailored to your individual goals and circumstances.
4 Discussing our Recommendations
We take you through our recommendations in detail.
We explain why we've chosen specific solutions and outline product features. Our goal is to ensure that you understand why we have recommended certain products or a particular advice strategy. We'll also discuss the cost of any future work and explain how you can check on investment performance.
C.F.S. is a Wealth Management Practice specialising in the management of investment portfolios and pensions.
There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.
Constellation Financial Solutions Ltd
The Arena, Neasham Rd,
Tel: 01325 467899
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© 2014 Constellation Financial Solutions Limited is authorised and regulated by the Financial Conduct Authority. FCA No 655268. Registered in England, Registered No. 07534209,
Registered Address: Exchange Court, Lowgate, Hull, East Yorkshire HU1 1XW
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