Welcome to Our Planning Process

We understand that financial planning can be a daunting task, which is why we have developed a straightforward and easy-to-follow process to help you reach your financial goals.

Step 1: Initial Consultation

During our initial consultation, we will get to know you and your financial situation. This will allow us to understand your short-term and long-term goals and identify any potential challenges or opportunities.

Step 2: Fact Find

In this step, we will gather all the necessary information about your financial situation. This includes your income, expenses, assets, liabilities, and insurance coverage.

Step 3: Analysis and Recommendations

Using the information gathered in the previous step, we will analyse your financial situation and develop a customized plan to help you reach your goals. This plan may include recommendations for investments, retirement planning, estate planning, and risk management.

Step 4: Implementation

Once you have reviewed and approved the financial plan, we will work with you to implement the recommendations. This may involve setting up new accounts, making changes to your current investments, or updating your insurance coverage.

Step 5: Review and Ongoing Support

Your financial situation is likely to change over time, which is why it’s important to review and update your financial plan regularly. We will meet with you regularly to review your progress and make any necessary adjustments to your plan. Please get in touch using our contact form or telephone 01202 622223. You can read our full terms of business here. I hope this helps! If you have any questions or would like further assistance, please don’t hesitate to ask. Thank you for choosing Apex CB Financial Adviser for your financial planning needs. We are here to support you every step of the way on your financial journey. Citizens Advice has a great page on the benefits of financial planning, especially if you need debt advice here.