At [Advisor Name] in Banbury, Oxfordshire, I keep things straightforward and clear, with a focus on your financial well-being. Planning for your financial future can feel overwhelming, but I’ve broken it down into four simple stages to guide you through the process.

Stage 1: Initial Consultation

We start with a free, no-obligation consultation right here in Banbury. This is where we chat about your current financial situation, your goals, and any concerns you have. It helps me understand where you are now and what you want to achieve in the short, medium, and long term.

I’ll also explain how I work, the services I offer, and how my fees are structured. This is your chance to ask any questions and see if we’re a good fit. After the meeting, I’ll send you a personalized engagement letter outlining the proposed work and the associated fees if you choose to move forward.

Stage 2: Creating Your Financial Plan

If you decide to proceed, we’ll dive deeper into your financial details. This might include gathering more information about your pensions, investments, or protection products. With your permission, I’ll handle any communications with your current providers to get a full understanding of your situation.

Using this info, I’ll put together a detailed financial plan tailored to your goals. This plan will include specific recommendations and action points to help you reach your objectives. I’ll send you the plan ahead of our next meeting so you have time to review it. During that meeting, we’ll go through everything in detail, making sure you fully understand the recommendations before moving forward.

Stage 3: Implementation

Once you’re comfortable with the plan, we move on to implementation. This is where we put the strategies and recommendations into action. I’ll take care of the paperwork and handle the setup of any new products or investments. If there’s anything you need to do, I’ll provide clear guidance to keep things smooth.

You’ll be kept updated throughout this phase, so you know exactly what’s happening. My aim is to ensure that the transition is seamless, and that your financial plan starts working towards your goals right away.

Stage 4: Ongoing Review and Support

Financial planning isn’t just a one-time thing; it’s an ongoing process that evolves with your life. After the plan is in place, I’ll continue to support you with regular reviews to keep everything on track. These check-ins allow us to assess your progress, make adjustments, and adapt to any changes in your circumstances or goals.

I recommend at least an annual review, but we can adjust the frequency based on your needs. Whether it’s a major life change or a quick update, I’m here to provide ongoing support and make sure your financial plan stays aligned with your goals.

Get in Touch

If you’re looking for personalized financial advice in [location] or the wider [county] area, I believe good advice should be clear, accessible, and tailored to you. My fee structure reflects that—no hidden costs or surprises. You only pay for what we agree on upfront, ensuring you get great value for your money.

Ready to take control of your financial future? Contact me to set up your free, no-obligation consultation today.