The Consolidare approach
Step 1
Initial discussion
Our first meeting together is held entirely at our expense, and it’s where we outline your requirements. We’ll then go away and complete a fact-finding exercise and make enquiries about any existing arrangements.
Once we have all the information back, we’ll send our fee schedule and establish whether you’d like to go ahead with using our service.
Step 2
Produce your report
We’ll then begin working on your personalised financial planning report. We also utilise external compliance support to ensure this is produced in line with our regulatory requirements.
A further meeting is held to discuss the report in more detail, ensuring you understand the recommendations that have been provided. Once you’re comfortable, we’ll carry out all administrative work on your behalf.
Step 3
Ongoing review process
It’s important that we meet at least once a year to check that your objectives are still being met while taking into account any legislative changes, or changes in your personal situation.
We offer an ongoing review service to all clients, and following each annual meeting, you’ll receive a review report confirming whether any adjustments are required to your portfolio.
