Pre-meeting

A bespoke review report is created, explaining the holdings and options available within your existing pensions and investments held elsewhere.

If you would like to take advantage of this prior to our meeting, please either send us statements linked to the plan(s) you wish to review, or we can complete letter(s) of authority and gather this information for you.

First meeting (via video or face to face)

We will run through the review document(s) and make initial proposals in relation to your existing pensions and investments.

We'll conduct a comprehensive financial health check, involving a detailed fact-finding process, identifying your objectives, and formulating proposals to initiate progress towards those goals by utilising the investable wealth identified in your fact-find.

Servicing and ancillary benefits will be explained in full at this first meeting.

To arrange this meeting, please either contact us with some dates that work for you, or you can book in via this link: Arrange Meeting

Second/third meeting(s)

Initial proposals are presented and implemented where suitable. Application forms are completed, and future servicing requirements are agreed.

Post initial implementation

As a client of Futurum Financial Advice, you will receive unlimited access to me for ongoing advice, as well as our experts in tax, pensions, and investment matters, and our affiliated service providers including accountants, solicitors, banking, and concierge teams.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.