Main Menu

Customers Portal

Twitter

Churchfield_CFS RT @themotleyfool: Average person who saves and invests for the long run > genius who trades and tries to outsmart the market.
Jan 28 • retweet • favorite
Churchfield_CFS RT @Find_a_Broker: Parties split on pension age increase as public anger grows https://t.co/GY4NwuvVaX
Jan 21 • retweet • favorite
Churchfield_CFS RT @themotleyfool: There are, by one count, more than 56,000 personal finance books on Amazon. But 90% of personal finance can be summarize…
Jan 21 • retweet • favorite

Latest Markets

The 12 Step Process for Financial Planning

  • Print

Initial Meeting

Step 1 - Initial discussions around financial objectives
Step 2 - Full Financial Fact-find including mortgages, investments, pensions, life insurance, income protection etc.

Adviser/Client

Step 3 - Adviser Information Gathering
Step 4 - Client Information Gathering

Adviser

Step 5 - Financial Needs Analysis

Second Meeting

Step 6 - Discussion of Financial Needs Analysis
Step 7- Discussion of Pension Needs Analysis
Step 8- Implement Agreed Strategy

Review in 12 Months

Step 9- Changes in your world
Step 10- Changes in the financial world
Step 11- Updating requirements accordingly
Step 12- Implement changes to strategy

For details or a quotation please email This email address is being protected from spambots. You need JavaScript enabled to view it.