At Map Financial Planning Ltd, we specialise in advising both personal and business clients on Pre Retirement planning, Post Retirement planning, Investment strategies, Protecting clients families and their businesses in addition to Inheritance Tax Planning.

This is done on a holistic goal based approach which makes the advice easier to visualise for our clients. We use our experience, with the benefit of technology, such as cash flow modelling to assess how best to reach our clients goals.

It is paramount that we understand what is and isn’t important to each of our clients so we can best help you achieve your goals, to do this here is the process we use:

Initial contact

When we first speak with you we look to arrange a meeting at a mutually convenient time and location, also finding out what you wish to discuss and get out of the advice.

It is also very useful for you to organise all of your financial information so it is on hand when we meet (Pension and investment details, life policies, mortgage details and banks statements).

Our First Meeting

When we meet for the first time we are looking to get a good understanding of your priorities and conduct a factfinding review so we are in a position to be able to provide the very best advice for your needs.

We offer our initial meeting free of charge, so that we can explain our services and fees ensuring you are fully happy before we proceed further.

Research and preparing recommendations

With the information we have gained from our first meeting and additional information from your existing arrangements we will build your bespoke financial solution, looking at all aspects of advice to best achieve your goals and aspirations. We will prepare these recommendations for you, using our research and analysis tools along with cashflow modelling to design the right strategy for you.

Presenting and discussing Recommendation

Whilst financial advice can at times be complex using our experience and knowledge we will guide you through our recommendations and why they are the best course of action for you, answering any questions you have along the way.

Our aim is to ensure you fully understand the recommended strategy and the benefits, risks and costs associated with it.
Within this meeting we will also agree the servicing arrangements that you would prefer and the costs of this work.

Implementation

All paperwork will be completed and applications will be tracked to ensure all agreed plans are implemented. We will also liase with your solicitor or accountant if necessary.

Reviewing Financial Position and Goals.

Financial reviews are essential to achieving your financial goals and these will be completed at least annually. Within these reviews we will assess your existing plan to make sure it is on track to reach your goal, additionally we will discuss your financial position to ensure any new goals are addressed.

If your financial position has changed between reviews and you need our assistance please contact us by phone or email at your earliest convenience.