HQ FINANCIAL PLANNING LTD
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HQ FINANCIAL PLANNING LTD
Client Journey
Everyone's financial journey is different and we will continually tailor our recommendations to suit your individual needs both now and in the future. When you choose HQ Financial Planning, you can expect to follow the below steps with us, which will enable us to fully understand your unique needs.
Getting to
Know You
Stage One
​We will conduct an initial financial review to establish your current situation, your objectives for the future and your attitude to financial risk.
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Information
Gathering
Stage Two
A bespoke portfolio will be created and tailored to your goals and needs. To help explain this in detail, we will compile a suitability report which details our recommendations and the investment strategy. We will also conduct a further review on any of your existing arrangements.
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We will ensure we are transparent about any fees involved in pounds and pence, as agreed in the first stage.
The
Plan
Stage Three
We will meet to discuss a key feature document and key investor information along with the disclosure of the recommended provider(s).
We will take time to go into depth and detail on the necessity of each document and the recommendations provided to you and how/why they meet your objectives and personal situation. ​We will of course also answer any questions you might have.
Implementation
Stage Four
Once you are happy with the recommendations presented, we will proceed with the application.
The entire process and timescales will be confirmed by your advisor and we will answer any further questions you may have.
Review
Stage Five
Our work will not finish when your initial financial plans are in place.
If you select our ongoing service, we will continue monitoring the performances to ensure objectives are on track, right throughout retirement and beyond.
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We will arrange annual meetings and make sure we continue to work in partnership as your life and the market change.