Get In Touch

Find out what we can do to help you with your finances. Get in touch with us today!


Contact us

News

     

    The overall aim of the financial planning process is to help you reach your financial goals and develop or maintain your desired lifestyle, in the most efficient way possible. 

    We therefore adopt a systematic consistent approach which ensures the needs of our clients come first and aims to deliver a 'Successful Financial Planning Experience'. The Process is generally broken down into 6 steps, commonly adopted by leading Professional Financial Planners. 

    Discovery Meeting

    The purpose of the Discovery Meeting is an opportunity for you to get to know us, ensuring you feel comfortable about what we do and how we do it. It is also an opportunity to establish an outline of your objectives and whether we will be able to add significant value to your planning. 

    Establish Your Objectives

    Only if clients are comfortable, the Discovery Meeting can lead to an immediate detailed discussion about your plans. This is where we gather details about you and try and understand as much as we can about what really matters to you. What you care about? What interests you? What your fears are? What would you do if money was not an option?We will help you identify and articulate the answers to these important questions.We will also gain a complete understanding of your current financial situation.The more detail the better, because the clearer the picture of you and your finances is, the clearer the starting point of your journey. 

    Analyse Your Planning

    Using the information gathered, we now work as your Financial Planner and take a comprehensive look at the tangible financial elements that make up your life such as your savings, investments, protection, retirement, tax position and estate planning. 

    Prepare & Present Your Wealth Management Plan

    From our analysis we then develop a highly specialised bespoke 'Wealth Management Plan' for getting you from where you are today to where you want to be in the future. We assess your objectives to determine any 'gap' between the goal and the reality. This 'Gap Analysis' will enable us to clearly understand the journey you will need to travel in order to achieve your goals and live the life you want. 

    At this stage of your planning, this is an opportunity for you to see into the 'future' using our Cash Flow Forecasting Service. If there is anything you do not like about the 'future', you have an opportunity to come back to the 'present' and make changes to your planning. 

    Implement Plan & Recommendations

    Once we have reached agreement with you, we can begin to implement the strategy. This is an important and critical stage and various factors will need to be considered. As some plans may take several weeks to implement, we ensure you are aware of all timescales prior to implementation whilst keeping you informed of progress at all times. 

    Monitor & Review Your Planning

    After a comprehensive Wealth Management Plan has been implemented, it soon becomes out of date, either because economic, tax or external conditions have changed, or your circumstances may simply have moved on. 

    For these reasons, we have put together a comprehensive Wealth Management Review Service that monitors and evaluates your progress. At this stage any adjustments or modifications can be accommodated into your Plan. 

    At this stage, we take the opportunity re-visit our relationship with you to ensure you are completely satisfied with our approach.


    YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE.

    There may be a fee for Mortgage Advice. The precise amount will depend upon your circumstances but we estimate that it will be £295.00.

    The Financial Conduct Authority does not regulate some forms of Mortgages.

    Great British Finance Ltd is authorised and regulated by The Financial Conduct Authority.  Great British Finance Ltd is entered on the FCA register (http://www.fca.org.uk/register/) under reference 431032. Registered in England No: 03171349.

    Great British Finance, Registered Office: 81 Burton Road, Derby, DE1 1TJ. Trading Address: 19 High Street, Swadlincote, Derbyshire, DE11 8JE.

    To view our Privacy Statement, please click here

    This site is only directed at persons within the UK. Calls may be recorded for training and monitoring.

    ^ Return to top of page | Site Map | Adviser Login
    Copyright © 2017 Great British Finance. All Rights Reserved
    Powered by: IRESS