Step 1 - Establish Relationship

Inform you about the planning process, the services I can offer,and my competencies and experience. We will determine whether the services I offer could meet your needs and agree on the services to be provided.

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Step 2 - Collect Information

We will identify your personal and financial objectives, along with your needs and priorities which are relevant to my engagement with you, before making recommendations. This involves collecting hard (quantitative) and soft (qualitative) facts about you and your circumstances.

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Step 3 - Analyse and Assess your Financial Status

I will analyse your information and develop a thorough understanding of your circumstances. I can then assess the strengths and weaknesses of your current financial situation, and compare them to your objectives, needs and priorities.

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Step 4 - Develop and Present Financial Recommendations

I'll then consider strategies relevant to your situation, and develop a recommendation that could meet your objectives, needs and priorities. I'll then present this plan to you along with my rationale for the recommendations, so that you can make an informed decision.

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Step 5 - Investment Proposition

I'll construct a portfolio based on Abacus Financial Options' in-house research and expertise. This will take into account key factors, such as your attitude to risk and capacity for loss. This will be diversified across asset classes and investment managers. as appropriate.

 

Step 6 - Implement Financial Planning Recommendations

We will agree on the implementation, and I will also have identified appropriate products and services to work alongside the recommended plan.

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Step 7 - Regularly Review your Financial Plans

We also agree on terms for reviewing your plans and re-evaluating your personal circumstances, objectives and priorities. We will review your progress towards achieving your objectives, review the suitability of my recommendations, and revise them if necessary.

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