01422 204444 info@littleandgeorgiou.co.uk
HOW WE WORK TOGETHER
For over 30 years, Little and Georgiou clients have trusted us to help them to achieve their lifetime goals. If you haven’t worked with a financial planner before, here is what you can expect on your journey with us.
Discovery
We’ll arrange an initial consultation at no cost to you with a key member of the Little and Georgiou team. This is an opportunity to get to know each other and help you identify your requirements.
We’ll also assess your financial needs and your attitude to risk when it comes to investing. High levels of professionalism and confidentiality are an integral part of the Little and Georgiou service.
Recommendations
We will research the most appropriate financial solutions which will help you to achieve your aims. As part of this process, we may undertake a cashflow analysis to determine and assess the impact of key life events, such as retiring or receiving an inheritance.
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Little and Georgiou will put together detailed personal recommendations to help you on your journey to achieving your aims. This is called a suitability report. It will detail the investments and other products that we are recommending for your careful consideration.
Implementation
Once you are happy with our recommendations, we will arrange implementation.
Little and Georgiou will deal with the practicalities of the documentation, including arranging new policies and plans, transferring existing arrangements, arranging fund switches and acting on your behalf as required.
Ongoing planning
Many clients choose to continue working with us to ensure that they stay on track throughout their journey. Over a lifetime, it stands to reason that things will change, sometimes for better, sometimes for worse.
At Little and Georgiou we are here to help you on your journey towards achieving your life goals. So, if you wish to benefit from our guidance and support over the long term, we recommend that you take up our ongoing planning service.