Our advice process

Financial planning made simple

Our structured five-step approach

Our structured five-step financial planning approach ensures that your unique personal circumstances and objectives are reflected in all we do.

Discovery

We'll arrange a convenient time to meet with you, whether that be at one of our offices or in the comfort of your own home and provide a clear explanation of our services and charges and how we can help you. At the meeting we will discuss your current financial position, objectives and priorities, and consider your attitude(s) to risk. The cost of this meeting is at our expense.

Strategy

Once we have all the information relevant to your personal circumstances and financial objectives, we will present you with a bespoke financial strategy report. This includes a lifetime cash flow model of your estate to help add greater context to your long-term financial planning.

Recommendations

A recommendation meeting is arranged with you at which we will make a detailed presentation on how best to achieve your financial goals. Everything will be explained in simple and clear terms.

PFP / PFF

Once our recommendations have been implemented, we will present you with your Peronal Financial Folder (PFF) and/or set you up and guide you through our Personal Financial Portal (PFP) to allow you to track your invested assets online.

Review

We will continuously track and monitor your progress against your financial plan. We do this by regularly reviewing your plan and making adjustments as and when your objectives or circumstances change.

Contact us

Chameleon Financial Planning
Unit 1 Guest House Farm
Runshaw Lane
Euxton
PR7 6HD
0800 368 9687
info@chameleonfp.co.uk
BusinessIndividual
mapscreenchart-barsselectcheckmark-circlecross-circle linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram