Financial Planning
Make Your Money Work Harder with a Tailor-Made, Personalised Financial Plan
At A2Z we have the knowledge and experience to do exactly that. We’ll show you how to access and utilise services from investments to estate planning, including preparing for your retirement and giving you the knowledge and tools you need to make informed and practical decisions. But we do more than simply provide products and services. Our financial planning is totally focused on meeting your needs within your budget, so we won’t recommend anything until we get to know you, your circumstances, and your plans for the future. Your personal adviser will sit down and take you through the consultation process one-on-one to establish exactly what you need. The process involves three stages which include:
Initial ConsultationWe’ll discuss your requirements to discover how A2Z can best help you achieve your goals.
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Plan PreparationYour adviser will prepare a Statement of Advice outlining recommendations on how best to proceed, based on your initial consultation and your feedback.
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Plan ImplementationYour financial adviser will put your agreed plan into action, submitting all the necessary paperwork and ensuring you receive
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