Ready to start?

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Here's what to expect:

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• The initial call - Most financial advisers will have the relevant credentials, but finding someone who is the right fit for you is about more than the qualifications.  That’s why we start with a quick phone or video call to introduce ourselves, discuss your needs, and assess whether we’re best placed to help.  If not, we’ll almost certainly be able to point you in the right direction.

• The discovery - After the call, if you’re happy to proceed, we start the fact finding process.  This involves gathering data - from income and expenditure to hunting down pensions from the past - alongside a number of regulatory requirements so that we can put together an accurate and holistic plan.  

• The proposal - The final step is a longer, more in depth meeting - ideally in person - to present our recommendations alongside a financial plan for your consideration.  We will spend as long as is necessary fine tuning this, and there is no obligation to proceed until you are completely satisfied.

 

So, who do I speak to? 

For financial planning, investment queries, or if you simply want to know if financial advice is right for you, it's Ellie: eleanor.robertson@staddenforbes.com or call on 020 7072 5520

 

For mortgages, various lending, or equity release, it's Ben: ben.nightingale@staddenforbes.com 

 

For anything else, for general queries, or if you're just not sure where to start, it's Cathy: cathy.lipscombe@staddenforbes.com