How We Work & Fees
How We Work
1. We Listen
Your free initial meeting is all about you. We will start to get to know you, understand your needs, your future goals and plans. From this, we can start to ascertain exactly what you might need when it comes to financial planning.
2. Our Future Partnership
During this initial meeting, you will get a full overview of exactly how we can work alongside you and the fees we charge. It’s important to us that you know we are there for you, your family and your business throughout your life’s financial journey.
You only need to proceed if you are comfortable about how we can help you and the fees we will charge.
3. We Do The Work
If you decide to proceed with us, this is when you can sit back and relax whilst we analyse your existing financial position, research your requirements and prepare our initial recommendations. We will usually need to have more discussions during this process and these may be via face to face meetings, telephone conversations or whatever form of communication suits you best.
4. Your Bespoke Financial Plan
In a face-to-face meeting, we will walk you through your financial plan, so you fully understand what we have recommended and why we think it will help you to achieve your goals. Once you have asked any questions you may have and you are comfortable with the plan, we can proceed. Your plan will be flexible and can be adapted to meet any changes in your circumstances.
5. Implementing Your Plan
This is where we implement your financial plan. Rest assured that we take care of everything and you can be safe in the knowledge that the actions we have agreed are carried out. At this point, our fees will become payable.
6. Our Financial Partnership Begins
As a client of Better Financial Planning, we are here to help you achieve full financial security, freedom and control, so the ongoing relationship between us is of utmost importance. We will work in partnership with you to ensure your financial plan stays on track, remains true to your goals and has the flexibility to adapt to life’s changes. Fees are chargeable in line with your financial plan. Full details will always be given to you, so you fully understand and agree.