Six Steps

Financial Planning is a six step process that takes you from where you are to where you want to be in the future. From the initial time together establishing your aims and objectives right through to your review programme that ensure you remain on the best path to meet your goals.

1. Initial Consultation

We will meet with you to discuss your position and establish how we can help. During this meeting, which is at no cost to you, we provide you with an understanding of how Six Q Financial Planning Ltd can assist you.

2. Your Current Position and Goals

We will then work with you to review your current financial position and aim to understand your goals for the future.

3. Analysis

Following our discussions, we will analyse your current position and aim to determine the best strategy to allow you to realise your goals.

4. Recommendations

We will provide a personalised report to clearly outline your financial position and present our recommendations. We will ensure you understand the options and are able to select the most suitable solution.

5. Implementation

Our private client services are built upon a comprehensive administration process to allow a smooth implementation of the recommended financial planning strategy, so you can be confident that your affairs will be looked after efficiently.

6. Review

The final stage of the process will be a review of your financial planning strategy to ensure it remains effective over time. Reviews should take place at least annually but can be more frequent, if required.