Once the plan is drawn up and agreed, we then move to implementation which can involve many aspects, from setting up bank accounts, ISA’s reviewing existing plans and making any amendments or adjustments necessary to bring all aspects of the plan together. This will include ensuring we have information to report regularly through the review process – see below.
As independent advisers, we have the advantage of being able to look at the whole of the market and our internal due diligence processes are regularly benchmarking suitable products for our clients, to ensure that we provide the best terms available for our clients. Our Investment Committee meets regularly to review the market offerings from product providers against our strict selection criteria which include such things as the financial strength and sustainability of the business offering the product, its features and overall value for money (costs).
Your professional adviser and their experienced administrator will project manage the implementation on your behalf, enabling you to focus on your life, secure in the knowledge that a qualified, professional and capable team are managing your affairs to the agreed plan and timetable.
During implementation, we believe regular up to date communications are important to help you understand what progress is being made and what (if any) hurdles we are facing – remember the comment, life is not a smooth progression!!
Once the implementation phase is complete, you will be provided with a summary of your portfolio and details of the first review date.