Client Journey

Our Client Journey is designed to help you understand the six key stages you will experience from one of our professional advisers.
Financial Associates Client Journey
Client Journey Step 1

1. Initial Introduction

  • Establish how we can help you
  • Arrange a free mutually convenient appointment with no obligation
Client Journey Step 2

2. Discovery/Review Meeting

  • Review FA client folder
  • Discuss any potential costs
  • Introduction and completion of discovery document to review current circumstances
  • Agree actions and priorities
  • Agree date of advice and recommendations meeting
Client Journey Step 3

3. Research & analysis

  • Review discovery meeting
  • Collate existing provisions
  • Establish availability of state benefits
  • Undertake market research, analysis and cost comparisons
  • Review tax implications
  • Design appropriate solutions in order of priority
  • Prepare advice and recommendations
Client Journey Step 4

4. Advice & Recommendations

  • Fully review discovery meeting, agreed priorities and actions
  • Presentation of recommendations including specific investment products
  • Agree an affordable solution in priority order
  • Confirm initial remuneration
  • Discuss what happens next
  • Confirm FA charity donation
  • Introduction to your family and friends
Client Journey Step 5

5. Advice Implementation

  • Implementation of advice solution by Client Service Team (CST)
  • Liaising with lenders, product provider(s) and yourself regarding prospective purchase of retail investment products
  • Welcome call from CST
  • Ongoing contact with CST and adviser
  • Written confirmation of recommendations
  • Inspection and issue of plan documentation
  • Client survey
  • FA charity donation
Client Journey Step 6

6. Agreed Ongoing Service Levels

  • Review and select with your adviser the levels available via our client proposition(enclosed within your FA client folder)
  • Agree with your adviser your next review meeting date

Start your Journey...


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