There are 5 well recognised steps to the financial advisory process:

  1. Prepare a budget detailing your expenses and your income.
  2. Then track actual expenses against that budget for a 3 month period, to see whether the budget is an accurate reflection of your reality.
  3. Check every debit order on your bank statement to make sure they are relevant.
  4. Make a schedule of all your assets and all your debt. Split assets into investment assets and lifestyle assets.
  5. At this stage many people realise that professional advice is likely to add value.

For a free, no-obligation, confidential 1 hour assessment please feel free to contact us by Clicking Here

Leave a Reply

Scroll to top

Personalised, actively-managed financial planning.