The Advice Process
OUR ADVICE PROCESS ∼ WHAT TO EXPECT
At Poynter Hargraves our process starts with getting to know you, your situation and what’s important to you. We will help you identify all of the opportunities available to you in order to structure your financial planning affairs efficiently. We put in place all of the agreed strategies and then we monitor your performance to ensure you are on track.
DISCOVERYFirst we discuss your current financial situation, goals and what’s important to you. Your adviser will discuss your relevant needs to determine how they can add value. This first meeting also allows you to ensure you are comfortable and confident with the financial adviser relationship.
The cost of your initial appointment is covered by Poynter Hargraves and comes with no obligations. It’s from this meeting that we will provide you with a likely course of action that can be undertaken should you wish to proceed. All fees and remuneration will be disclosed in detail in a Statement of Advice that is provided to you prior to proceeding.