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Your journey with us
Gain a quick insight into the steps that we take with our clients to help them on their journey towards financial freedom & success.
We're by your side on your journey towards your goals.
We know there will be ups and downs as you move through life, so we will be there to help you through the tough times and keep you travelling towards financial freedom.
Our five-step financial advice process is designed for business owners to build the foundations of a relationship that we hope will last decades.
1. Understanding You
After your initial enquiry, we will arrange a time for a face-to-face meeting in order for us to get to know one another.
During this meeting, we will ask questions about your current situation and how you want your future to look.
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2. Creating Your Financial Plan
Once we have agreed we will work together, we then obtain all the necessary information on the pensions, investments and insurance policies you hold currently. We review these existing assets to establish whether they are working as hard for your future as you are.
3. Discussion & Agreement
Next, we’ll arrange a second meeting during which we will discuss our findings and present you with our advice. We will discuss the reasons behind our recommendations and explain the benefits and any disadvantages of following our advice.
4. Taking Action
Once we have agreed on the best course of action, we will implement this for you. We deal with the pension and investment providers so you can focus on the important things in life.
We’ll help you sort out your paperwork so that you know exactly how and where your money is invested.
5. Track & Update: Ongoing
We will work closely with you to focus on the parts of your Financial Plan you can control while switching off from outside noise. We ensure the level of risk that you are taking with your investments is suitable for what you are trying to achieve and allows you to sleep well at night.
Every 12 months...
Our Annual Planning Meeting will be used to reconfirm your goals and update your Financial Plan with any changes in your priorities. You will enjoy the peace of mind that a trusted expert is always at the end of a call or email to answer any questions you may have.
Hear Richard's story.
"I feel very confident about my future after working with Clear Future"
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