Our Approach

Creating a professional financial planning strategy

Our Approach

Creating a professional financial planning strategy

We make sure we take the time to understand your needs, goals and preferences before we make any recommendations – this is the process we follow:


We contact you to arrange a convenient time and place to meet.

We’ll require you to provide financial information before our meeting, enabling us to develop a clearer picture of your situation. To help us do this, we’ll need to see documents, including life assurance, mortgage, pension, savings, investments, or bank statements. We will capture the information using a digital fact-find which should take no longer the 20-30 minutes to complete. Doing so will allow you to outline any questions you would like to discuss or any objective you may have.


We assess your current financial position and help identify your goals.

At your review, we provide Information about our services and explain how we charge and the type of advice we offer. We assess your assets and liabilities, discuss your objectives and priorities, and consider your attitude to risk. If there is anything you want to discuss, your review meeting is the perfect time to consider these other areas.


We develop a detailed financial plan using the information we obtain from you.

We examine whether the financial plan will fit in with your lifetime goals and ensure you are comfortable with the timescale for implementing the plan. We research the market, review different products and providers, and follow up with the preparation of a document outlining a strategy tailored to your individual goals and circumstances.


We will take you through our recommendations in detail.

We explain why we’ve chosen specific solutions and outline product features. We aim to ensure that you understand why we have recommended certain products or a particular advice strategy. We’ll also discuss the cost of any future work and explain how you can check on investment performance.


All the necessary product paperwork is completed and processed.

We make sure that all our recommendations to which you’ve agreed have been implemented. We’ll also liaise with your accountant or solicitor if appropriate.


You'll agree on how often you want to review your plans.

The frequency and level of contact you have with us are up to you. It could be face-to-face meetings, over Teams, Zoom, phone, or by email. If your circumstances change, we also need to know so that we can review what further changes your plan may require. These would typically cover life-changing events, including getting married, having a baby, a promotion or buying a new property – all events that may affect your finances and require you to assess your financial planning strategy.

This process must be underpinned by a joint commitment from Advanced Asset Consultants and our clients to ensure the successful completion of their financial goals.