Steps we take

Our Process

At Stanbridge we apply an established and successful process to ensure that the advice we provide is based on a full understanding of our clients’ financial position, their personal goals and financial objectives. We present our recommendations clearly and allow time for our clients to fully consider and agree them before proceeding with their implementation. As equally important, we monitor and review the investments on an ongoing basis to ensure they remain appropriate for our clients’ needs, and provide regular updates and reporting on their performance.

The 6 Stage Process

We follow a simple, proven approach with all our clients, the Stanbridge Wealth six stage financial planning process

Stage Process

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