1. Establish Your Goals & Objectives
At our initial meeting, we will use this time to establish your goals and objectives. This gives you the opportunity to speak to us about your circumstances and personal goals.
2. Develop a Strategy To Meet Your Needs
Following on from our initial meeting we will arrange to summarise your overall financial situation using the information that you have provided. The summary will confirm your personal goals and initial recommendations and fee for achieving your goals.
3. Make Recommendations & Implement Recommendations
Once you have given us the go ahead with the initial summary recommendation, we will then formalise the financial strategy. For example, reviewing your pension, creating a retirement plan, protection of family and/or dependents or developing a tax efficient investment strategy including inheritance tax planning. The implementation will mean that we produce the appropriate paperwork and ensure a smooth set up of agreed recommendations.
4. Review Your Goals and Current Situation
Once the strategy is implemented, we will continue to review the financial plan as we understand that your priorities change throughout the different stages of life. GQ Independent Ltd will ensure that it provides you with continued structured reviews and our on going review process is detailed in our initial advice and fee schedule.
Areas: Farnham, Bentley, Wrecclesham
Visit us: https://gqiltd.co.uk/
Email us: [email protected]
Surrey GU9 8BB
- Financial Planners
- Financial Advisor
- final salary pension scheme
- corporate pension planning
Hours of operation