Customers Portal

Twitter

Churchfield_CFS RT @themotleyfool: Compound interest is like planting trees. One day's progress shows nothing. Years later, a little progress. Ten years sh…
Churchfield_CFS RT @StephenRCovey: "Learn from the mistakes of others. You can't live long enough to make them all yourself." - Eleanore Roosevelt #learnin
Churchfield_CFS RT @franklincovey: Dr. @StephenRCovey was born on this day in 1932. Today, we remember him and his continuing legacy. In this video, Stephe…

Latest Markets

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.