Process Map - Pentins Financial Planning
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Process Map

Pentins Financial Planners is an advice and wealth management service aimed at helping you manage your finances so that you get a real opportunity to achieve the things in life that matter the most. It is about helping you prioritise what is important, establish realistic goals, protect what you have and put in place the necessary action plan to succeed.

Free initial meeting or discussion

A brief chat to see if we are able to help and a chance for you to get to know us before deciding if we are right for the job.

This might be face to face at our office or by telephone/skype

Consider costs and benefits of taking things further.

Discovery meeting

A fact finding session for us to learn about you.

Usually a face to face meeting which takes at least 1.5hrs

Audit, research and analysis

We audit existing arrangements to check for competitiveness and appropriateness.

We research options and crunch numbers utilising the latest software tools to ensure we can cover the whole of the market when comparing products and providers.

Forecasting, prioritising and mapping

We use sophisticated software to design solutions which we can test against several “what if” scenarios.

We draft our ideas of the best way for you to achieve your goals with specific ideas of timescales, products/providers and costs. We highlight the risks and limitations of recommendations as well as the reason why we think it suits your needs

Agreeing a solution

We present our findings to you in a face to face meeting.

It is our responsibility to help you understand what is being recommended and why

Priorities are identified and the plan is agreed

Action plan and implementation

We prepare a written report which includes our advice and recommendations

The plan includes an action list and we will provide pre populated application documentation if you have asked us to implement arrangements on your behalf.

Monitoring and accountability

We would expect you to be hold us accountable for our advice and recommendations and periodic reviews are where we check for progress against the plan. Often these are annual face to face meetings.

It is also a chance for us to factor in ever changing personal circumstances, economics, tax legislation and product/provider development.

For more information about our independent financial services and wealth management please call 01227 931531 and book your free consultation with one of our financial advisers