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Call us today on 0121 313 1370
Call us today on 0121 313 1370
Home | Focused Financial Advice | Financial Health Check | Financial Health Check Client Experience | Gap & Information Analysis
Gap and Information Analysis
In Preparation for our next meeting we will be working on your behalf gathering information about your existing financial arrangements, collating this with the details you have personally provided, analysing and evaluating your position.
This stage requires some work on both of our parts. We list below the typical tasks required by each party.
Your Tasks:
- Return Fee Agreement & Plan Fee
- Return Risk Tolerance & Expenditure Questionnaires
- Return any other outstanding information
Our Tasks:
- Request further information from your product providers
- Analyse and Evaluate information received
- Build your financial cash flow report, which will bring to life your 'financial roadmap'
- Create and model scenarios (alternative directions your life and finances may go)
