East Devon Associates

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Our advice process

Initial Consultation

As everyone's circumstances differ we offer a free no obligation initial consultation which is an opportunity for you to ask questions, talk informally about your goals and dreams and get to know the adviser.

After your initial consultation, you'll know the value a financial adviser can provide, the fees you may pay if you decide to work together and the next steps.

Factfinding

The most important part of the advice process, this allows us to gather information to establish your existing provision, your future objectives and your priorities.

Recommendations

In order to meet your goals we will research the marketplace for a tailored solution and provide you with a written report detailing our advice.

Implementation

We will arrange for the implementation of all the agreed recommendations and ensure that all documentation is issued correctly.

Review

Regular reviews are essential to ensure that together we continue to meet your aims and objectives.