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
01
Your Goals
Initial meeting to discuss your aims & learn about our service
02
Your Story
Collect relevant data, establish your perceived risks, goals & aims
03
Creating your plan
Assess your current position & prepare your bespoke financial plan
04
Presenting your plan
Present & discuss financial plans.
05
Implementation
Go ahead with the chosen strategy to help you acheive your goals
06
Investment Monitoring & Annual Reviews
If you choose, we will meet on an ongoing basis to assess your plan