Experienced Financial Advisers

A comprehensive professional financial service tailored to you

Just 4 Steps

Financial peace of mind in Just 4 Steps

1

Let's meet and see if we can work together

First, meet one of our highly experienced advisers – so that we can learn more about each other and decide if we can work together.

We'll want to hear from you about your objectives and priorities so that we can understand what you want to achieve in the short, medium and longer term. We'll explain our total commitment to client confidentiality, transparency in all our dealings and clarity about fees and contracts – answering any questions you may have. There is no charge for this initial meeting.

If after this meeting you'd like us to help you, we'll ask for your permission to gather detailed data about your current financial situation and existing plans and we'll also outline how our charges are applied as we start to work with you.

2

We produce your personal financial report & a plan to achieve your objectives

We'll then draw together your comprehensive personal financial report. Your report will include all aspects of your financial position, including savings and investments, pension and financial protection. We'll also offer advice on your banking and borrowing arrangements.

Our existing clients have found that the process of collecting this information together can itself be helpful, as it often highlights where savings can be made and arrangements streamlined.

From the data pulled together in your report, we'll be able to see what you need to do to achieve your objectives and we'll recommend a plan which helps you to do that.

3

We meet to discuss the report and which elements of the plan to pursue

We'll meet you to discuss your report, agree which elements of the plan to take forward, how we'll manage it and how often we'll review that it's working.

Coaching you to better manage your own money is a key part of the way we'll support you, and so you can expect us to be working very much in partnership with you.

4

We implement your plan and keep things under review

When you're entirely happy with every aspect of your financial plan, we'll implement it, reviewing and keeping you updated at regular intervals as the new arrangements take shape, to check that we remain on target with the financial objectives you've set.

For an initial NO COST discussion to see how best we can work together

Call Compass Financial on 01824 330 010