130 Nottingham Road, Burton Joyce, Nottingham, NG14 5AUContact us
At Great British Finance, we are dedicated to creating a meaningful, long term relationship with you that is based on understanding, knowledge and commitment.
We therefore adopt a systematic approach which ensures the needs of our clients come first and aims to deliver a successful financial planning experience. Normally broken down into 6 steps.
1- Discovery Meeting.
An informal meeting which is an opportunity for you to get to know me and feel comfortable about what we do and how we do it.
2- Establish Your Objectives.
If clients are comfortable, we can immediately follow on from the Discovery Meeting to have a detailed discussion about your plans and objectives.
To gain a complete understanding of your current financial situation.
3- Analyse Your Planning.
Using the information gathered, we take a comprehensive look at the financial elements that make up your life.
4- Prepare & Present Your Wealth Management Plan.
We present a plan for getting you from where you are today to where you want to be in the future.
5- Implement The Plan.
Once we have reached agreement with you , we can implement the strategy.
6- Monitor & Review Your Planning
We will regularly review your plan.
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.