Meet and Greet
You need to be comfortable that we can work together, and we need to know if Agile can help. Our initial chat will establish just that. This meeting can be held in person, over the telephone or video call.
Your Financial Life
We’ve established that it’s worth working together. Now it’s time to find out about you. We will discuss your current lifestyle, your financial position, your existing plans and get a good understanding of the lifestyle you really want.
This part of the planning process tends to take 1-2 hours of your time, and again whether it happens in person, over the telephone or video call is up to you. But be assured it’s worth it, your financial life is central to the advice we give.
This is where the work goes in. You’ll notice no mention of any type of policy just yet? That’s because pensions, investments and insurances are only the tools used to make your financial life work. This is where we start to find them.
We will start with a review of what, if any, financial products you’ve already got. If your existing plans are good and fit the plan, they should be kept. If not, we will recommend the best alternative and tell you why as well as finding any new plans we think you should have.
Once your plan is built, this will all go into a report of our recommendations. We will let you have a copy of this report before holding another meeting to explain our advice. Our promise is to make this as straightforward and easy to understand as possible.
Like the plan? When you are happy with what is recommended here is where we get things going. You sign, we take care of the rest.
Things in life change!
We like to speak to clients as much as we can. Call, email message or video us as much as you need to. We actively encourage you to get in contact with us whenever you feel you need some help. We’d rather you feel able to talk to us about your next decision, so we can give you some objective advice and you can be comfortable about the pros and cons.
As a minimum we like to meet with you annually. Taking a look at any developments that have happened in your life and your investments is important. We can then agree any changes we need to make, to ensure your continued financial wellbeing.