Your Financial Review

Our Financial Planning Process

Financial Planning should be an interactive process between the client and adviser.

We recognise that during your lifetime your personal situation and aspirations will change and therefore, your financial plan will need to be able to adapt to these changes.

Our comprehensive financial planning process forms the foundation for our Financial Advice services to ensure we are able to provide advice that continues to remain relevant and will provide a long-term benefit.

The process is as follows:-

Initial Consultation/Meeting

We will meet with you to discuss your position and establish how we can help. During this meeting, which is at no cost to you, we provide you with an understanding of how County Associates (UK) LLP can assist you. We will only agree to act for you where we believe that we can add real value.

Your Current Position & Goals

We will then work with you to review your current financial position and aim to understand your goals for the future. We will collect and assess the relevant information on your financial position to allow a detailed analysis.

Analysis

Following our discussions, we will analyse your current position and aim to determine the best strategy to allow you to realise your goals.

Recommendation

We will provide a personalised report to clearly outline your financial position and present our recommendations. We will ensure you understand the options and are able to select the most suitable solution.

Implementation

Our client service is built upon a comprehensive administration process to allow a smooth implementation of the recommended financial planning strategy, so you can be confident that your affairs will be looked after efficiently.

Review

The final stage of the process will be a review of your financial planning strategy to ensure it remains effective over time. Reviews should take place at least annually but can be more frequent, if required.

Contact Us

Please fill in the form below with the details of your enquiry and we will get in contact as soon as possible.

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Please note: Not all of the above products/services are regulated by the Financial Services Authority.

County Associates (UK) LLP is a Limited Liability Partnership. Registered in England, Registered Number: OC358884.

County Associates (UK) LLP is authorised and regulated by the Financial Conduct Authority FRN: 542700

You can check this on the Financial Conduct Authority Register by visiting the Financial Conduct Authority website – www.fca.org.uk or by contacting the Financial Conduct Authority on 0800 111 6768.