Stage 1 is where we meet so that you can explain your circumstances and let us know how you feel about different aspects of your affairs – and most importantly, how you want your future to look.
After the meeting, if we agree to move to stages 2 and 3 we will write to you confirming the scope of our service and the cost. There will be an agreement for the initial work for you to sign and return if you like what you see and wish to proceed.
Our engine room fires up at this point as we seek to pull together the different aspects of your affairs, directly contacting the providers of your policies, investments and pension arrangements. We put the jigsaw together to get the full picture. It can take a few weeks to complete this process.
When we have a full understanding of where you are now, we have reached stage 4 will meet again to confirm that we have all the correct information and to show you, using sophisticated software, how you currently stand with regard to your plans for the future. We can map timescales and outcomes – in essence we can take a look at the future. If the picture doesn’t quite match what you had in mind we can outline different strategies and suggest how you might change tack to achieve your goals. We will send out a comprehensive written report on your current financial position, summarising the options you now have for change if appropriate.
Stage 5 is making detailed recommendations for change and to implement agreed strategies. At this point we agree a schedule for future reviews and regular forward planning meetings. You are now an Eldon client, welcome on board!