Getting to know your goals and current situation
At our first meeting, we will discuss your current situation and goals to understand how financial advice can benefit you. Understanding your hopes, dreams and fears will help us work with you to design a plan that will allow you to live life on your terms.
Looking at the opportunities & risks
After understanding your circumstances, goals and attitude to risk, we will investigate the range of financial options available to help you reach your goals. Our role is to inform and discuss the options available to you and the opportunities and risks within each of these options.
Designing your financial strategy
Based on our discussions and research, we will present you with a customised financial plan that is simple to understand and will set you on the path to where you want to be.
Bringing your plans to life
We will work closely with you to implement your financial strategy and keep you informed each step of the way. Providing you peace of mind with where your money is going and why and have as much control as you like.
Staying on track
Your strategies will be reviewed regularly and you will benefit from our ongoing support and advice. We will stay in touch with you ensuring your plan remains relevant as your life changes. We will work with you to identify the most suitable ongoing service arrangement depending on your needs and wishes.
Watch the Staying on Track’ video to understand what you can expect from working together to keep you on track with your plan’ and ‘Watch the ‘Our Journey’ video to understand what you can expect from your initial meeting with an Adviser at LFS.’