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Financial Planning Steps
(1) Discovery A short phone conversation about your goals and objectives to ensure we can service your requirements.
(2) Face to Face / Online Meeting A free initial meeting with a fully qualified advisor, this will enable us to fully assess your needs and formulate recommendations.
(3) Financial Planning Report A detailed financial planning report is produced, with our recomendations.
(4) Implementation Financial planning recommendations are implemented and ongoing financial advice begins.
Rotherwood Insurance Consultants
Suite C2, Paper Mews Place, 290-292 High Street, Dorking, RH4 1QT, Betchworth, Surrey, England, United Kingdom