Customers Portal

Twitter

Churchfield_CFS RT @CWeston_Indo: Property market defies all expectations of crash with ongoing price rises https://t.co/kdfRA5BurA
Churchfield_CFS RT @ITCTrustee: Follow @PensionpropITC for the latest news and helpful guides on investing in property through your pension.
Churchfield_CFS RT @nuigalway: Today, we mark St Patrick’s Day, a day to celebrate Irish culture and resilience. Our Quadrangle building will be lit in gre…

Latest Markets

Message
  • EU e-Privacy Directive

    This website uses cookies to manage authentication, navigation, and other functions. By using our website, you agree that we can place these types of cookies on your device.

    View Privacy Policy

    View e-Privacy Directive Documents

    You have declined cookies. This decision can be reversed.

The 12 Step Process for Financial Planning

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.