HOW WE WORK WITH YOU
OUR APPROACH
Our goal is to provide services that are tailored to your specific needs to help you achieve your financial freedom, which is why we adopt a Five-Stage Process that allow us to truly get to know you, your circumstances and requirements. Knowing this help us to make appropriate recommendations on your behalf.
Our consultation process
At our first meeting (which we provide at our own expense and without any obligation), we’ll discuss your personal financial objectives in detail and explain the benefits of using our service. In line with our commitment to transparency, we will also explain our fee structure and how-we-charge If you feel happy to proceed, you can then appoint us to act on your behalf.
Understanding your individual financial circumstances
At this stage, we’ll also gather information about your existing financial
arrangements and personal circumstances. This discussion will be wide-ranging,
taking into account various aspects of financial planning and
giving you the opportunity to identify particular aspects of your finances
that you would like us to advise you on. We are confident that you’ll find
our advice comprehensive, informed and, above all, tailored to your needs
WHY CHOOSE US
We approach your financial needs through navigating your current circumstances and developing a holistic financial strategy aimed at your financial wellbeing.
Through adopting a comprehensive and sound financial principle, we’ll walk you through a series of stages to align your financial goals with your life plan, taking into account all associated risk and returns to make an informed decision.
We’ll provide an ongoing service through an approach that works just for you.
Don’t forget that an expert financial advice would save you time, resources as you achieve your financial goals.
Book a Free Consultation Now
Book or arrange a meeting with us, please call
0203 674 2929, or email admin@therockfmc.com