Financial Aims Ltd
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How We Work  

Independent financial advisor Bexley ~ IFA Kent ~ Independent Financial Adviser South of England ~Independent financial advice Bexleyheath

HOW WE WORK

At Financial Aims we follow an advice process with all our clients. This enables us to base our advice on your circumstances and goals.

ASSESS YOUR NEEDS

At our first meeting we will typically carry out a review of your current financial circumstances and discuss your goals and areas of advice that are important to you. This also gives you an opportunity to meet our adviser. We will gather information known as 'factfinding' to start building a picture of your needs.

AGREE PERSONAL GOALS

This is where we find out what's important to you and what areas of advice you want to address such as Protection, Borrowing, Investing, Retirement etc. We will also discuss your attitude to investment risk and help you understand how investments interact with risk together with your feelings towards any potential capital loss. It's important you disclose all information so we can work together and build a suitable financial plan for you.

It's important to review plans on a regular basis to ensure the solutions continue to meet your needs and objectives. Often goals and circumstances can change. We normally offer an annual review services although intervals can be more regular than this if required.

RESEARCH AND PLAN

Once we have gathered all the information required we will arrange a further appointment to allow us time to research the best solution for you. We will typically produce a financial planning report explaining our findings and suggested action to address your goals.

ACTION

The next stage is to carry out the agreed action. This includes completing applications and liaising with the relevant providers to set up and implement plans and investments.

REVIEWS

It's important to review plans on a regular basis to ensure the solutions still meet your needs. Often goals and circumstances can change. We normally offer an annaul review services although intervals can be more regular than this if required.

Independent financial advisor Bexley, IFA Kent, Independent financial advice Bexleyheath

Financial Aims Ltd is authorised and regulated by the Financial Conduct Authority (FCA) and entered on the FCA register under reference number 502969.

Independent financial advisor Bexley ~ IFA Kent ~ Independent Financial Adviser South of England ~Independent financial advice Bexleyheath

Contact Us

Financial Aims Ltd
The Coach House
66 - 70 Bourne Road
Bexley
Kent   DA5 1LU

T    0844 272 6094
F    0844 272 6096

 

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