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A unique six-stage financial planning process, the ForeSight Advantage has been created especially to help us assess and evolve the financial planning needs of our clients, with the objective of helping them to achieve financial independence. Central to the success of your financial planning, the ForeSight Advantage process ensures that all viable options have been considered in order to provide the best possible route to your chosen objectives. Simply click on any area of our financial planning process for full details.  |
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1. Identifying your
goals and objectives |
Our first step is to clearly define your objectives and priorities, in order to fully understand what you wish to achieve in the short, medium and long-term. The ideal way to make the distinction between dreams and goals – we are then able to establish what actions are required for your goals to become reality. Back to top 2. Gathering data and discussing strategies Examining in considerable detail your current situation and existing financial planning, we are then able to consider strategies that will move you towards your objectives and financial independence. We will consider all aspects of your financial situation, including banking arrangements, savings, investments, borrowing, pension provision and financial protection. Our in-depth processes and procedures may even highlight opportunities to make considerable savings in areas you never considered possible. Back to top 3. Preparing an analysis Our next step is to provide a detailed analysis of the various financial opportunities that are available and suitable to your circumstances. Using our considerable expertise, we will also outline what we believe to be the most suitable route for you. Through a written report, outlining your current situation and future goals, we will highlight all necessary actions that will be required to meet your financial aspirations. Back to top 4. Developing your action plan With your financial strategy in place, we will then agree an action plan with you, using proven financial planning techniques to optimise your situation. Your action plan will define all necessary activities, the timescales involved and the frequency of reviews. Back to top 5. Implementing your plan With all the preparation work complete – and only when you are completely happy with every aspect – we will implement your financial plan. This process will move your financial strategy significantly forwards. Back to top 6. Regular reviews Few things in life remain unchanged – and the same can be said for financial planning. For this reason, a vital component of the ForeSight Advantage is the review process – a pre-arranged time when you sit down with your financial planner, review your goals & objectives, and make certain that you remain firmly on target to meet those all-important financial goals that you have set. Back to top For financial planning with ForeSight, call 0161 926 9350 |
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