The Insight Service
Engage with you
In this initial meeting, we will listen to you and what it is you’re looking to achieve. We’ll explain our services and determine whether we can add value to your situation. If we’re the right fit for one another, we’ll dig deeper into establishing your financial goals and objectives and gather information about your current arrangements.
Create the plan
Based on the information we’ve learned, we will design a bespoke financial plan with tailored recommendations for your needs and circumstances. This will provide the basis that we will revisit in future years.
Implement the plan
We will meet again to take you through your plan, step-by-step. It will set out specific and realistic recommendations designed to achieve your objectives over an agreed period of time. If you’re happy to proceed, we’ll put it into action – and take care of the paperwork, too.
Review the plan
If you choose to engage with our ongoing services, we will help you review your objectives by keeping in touch regularly. We’re available throughout the year, but we’ll typically meet for an annual review. This is our opportunity to take account of any changes in your personal circumstances, financial market conditions and relevant legislation.