How we take care of your finances
Footprint Financial Planning Ltd provide independent financial advice to individuals and businesses who don’t want to leave life to chance and want to live a fulfilled life and be financially independent.
We will help you to review your existing financial situation and reach a representative assessment of your likely needs. For this, you will need to put aside some time to talk to us - the first hour consultation is free. There's no charge, and no obligation, whilst we assess whether it is worth going ahead.
Depending on your instructions we will then perform a 'needs analysis' built on your current situation, and taking a view of any plans or goals you may have. We will proceed to advise you on anything from a short term financial strategy to a lifetime financial plan, followed up with forward planning meetings to make sure you remain on track to living a fulfilled life and achieve or maintain your desired lifestyle.
We have a service proposition that puts our clients at the centre of our service proposition and not the end. We set up Footprint Financial Planning to help people truly understand their wealth and use it to maximise their enjoyment and lifestyle. To make that happen, we play three different roles: Life Planners, Financial Planners and Independent Financial Advisers.
1. Getting to know you
Determine your goals for your financial future and how we can help you achieve them.
2. Information Gathering
Confirm your current situation by completing a Fact Find as well as an Investment Risk Questionnaire.
3. Research and Analysis
Assess and identify any gap in achieving your desired objectives - create an action plan.
4. Presenting your Financial Plan
Discuss and explain our recommendations in line with your Financial Objectives.
5. Implementing your Plan
Complete all necessary documentation.
6. Ongoing Review
To adapt your plan if circumstances change and/or regular monitoring to ensure plans are continuing to meet Financial Goals.