Financial planning
Six steps to a more secure financial future
Here at Dunhams Financial Planning we offer a clear six-step process when it comes to your financial planning and wealth management. What’s more, at each and every stage, you maintain total control. Here’s how we can help you achieve financial freedom…
Step one – welcome meeting
During the first meeting, we will listen to you and establish a brief overview of what your requirements are and what you would like our help with, to improve your overall financial position. Naturally, there will be no charge for this meeting.
Step two – information gathering
This is where we get to know you better and gain a thorough understanding of your unique personal financial circumstances, concerns, goals and aspirations. This will help us to build a framework from which our ultimate financial plan and tailored advice for you will develop.
Step three – analysis, planning and research
After the first two stages, we then analyse your specific circumstances and focus on where and how we can improve your financial position. We’ll prepare a personalised financial plan for you which may include protection planning, savings and investment planning, retirement planning, wealth protection and strategies for achieving financial independence.
Step four – recommendations and impact summary
We then send you our bespoke holistic Financial Planning Report before meeting up to discuss the many options it outlines for you and our specific recommendations before agreeing the way forward.
Step five – implementation of recommendations
Once you’ve decided which of our many recommendations you’d like to progress, we put them into action. We also look at the specific tax mitigation strategies, liaise with your solicitor as appropriate to ensure that everything is correctly drafted, and complete all necessary paperwork.
Step six – ongoing review
If you have chosen our ongoing service, we will meet with you regularly to review and evaluate both your financial plan and investment strategy. This review will help to ensure that you stay on track to achieve your financial goals and personal aspirations.