What happens when you receive independent financial advice from The Premier Partnership?
When you come to us for independent financial advice, you will follow a process that has been carefully designed to ensure consistency and the fair treatment of all clients. This will lead to the creation of a bespoke financial plan that is tailored to your unique circumstances.
At The Premier Partnership, we adhere to a thoughtfully crafted financial planning approach, ensuring transparency and clarity at every stage.
1. Introduction and fact find
We offer all potential clients an initial meeting, which is completely free of charge and obligation. This meeting serves as an opportunity to assess the compatibility of our services with your needs, helping us determine how much value we can add. We will also discuss the associated costs and service levels, both at the outset and throughout our partnership together. We provide the flexibility of conducting meetings in person, via video or phone, at a time and place to best suit you.
During this stage we delve deeper into your financial goals and lifestyle aspirations. We will gather details regarding your current financial arrangements, while also gaining insight into your level of financial expertise and your attitude towards investment risk and volatility.
2. Diagnosis and research
We now build your financial plan and research the market to find the most fitting solutions for your requirements. We are able to search 'whole of market' as we are unbiased and truly independent. Following a comprehensive research process, we will provide you with a suitability report that includes our analysis and recommendations on how to achieve your financial and life objectives.
3. Presentation and recommendation
We will discuss the report's contents to ensure you fully understand our findings and recommendation. It could entail making minor adjustments to your current arrangements, or it might necessitate some trade-offs to align with your objectives. Nevertheless, we are committed to maintaining an open, truthful, and transparent approach in our interactions with you, and we are ready to offer additional support whenever necessary.
4. Client consent and implementation
If you are happy with our recommendation, we will assist you in completing the necessary forms and the processing of these. Once all paperwork is in order, we will transition to the implementation phase. At this stage, your plan will be administered by an experienced member of our team, dedicated to ensuring a smooth and efficient process. We diligently collaborate and follow up with third parties to minimise any unnecessary delays.
5. Ongoing advice and reviews
After your plan has been formulated and implemented, the question arises regarding how you would like to shape our ongoing relationship and the frequency of contact. The Premier Partnership takes great pride in developing long term relationships with our clients. Continuing service is fundamental in adapting to economic and regulatory changes, aligning with your evolving needs and financial objectives.