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An example of how it works...


 We understand how each client is unique so we talk through each individual case with you.


As an example, this is our process when you ask us to undertake a full report.  Typically it is broken down into 8


distinct areas:-




1. Appraisal



When we receive your factfind, risk profiler and meeting notes we read these through in detail to help us to build the picture.  We then call or email you to confirm our understanding and you can also let us know of any specific requirements.


2. Analysis



We then set to work, analysing your clients existing plans and policies to start to build the bigger picture, as well as obtaining vital plan information upon which any recommendation would take into account.