Finding success through financial planning doesn’t need to be complex.
With our expert financial advisers, you’ll work together to build up a detailed picture of your life and wealth, as well as your hopes and dreams for the future. But that doesn’t mean your experience with us needs to be overly complicated or take up too much of your time.
As our client, you’ll be taken through a tried-and-tested four-step process designed to achieve the best possible results while putting you at ease. When we’re done, you’ll have a financial plan that’s truly personalised to you.
What makes us different
For us, getting first-rate financial advice isn’t simply a transaction. Our advisers will invest their time in getting to know you on a deeper level, developing a relationship that’s built to last. Whatever your objectives, our advisers really care about helping you to achieve them.
Your journey with us begins with an initial meeting with your dedicated financial adviser. Whether you’re worried about a specific issue or need general support, this meeting is your opportunity to tell us. You’ll be asked straightforward, jargon-free questions about your life, wealth, and goals and what you feel is your attitude to financial risk.
Discovery meetings typically last one hour, and can be held face to face, via video conference, or over the phone. The meeting is completely at our expense with no cost to you, and there’s no obligation to proceed with any of our services at this point. We’ll explain our costs in full before carrying out any work on your behalf.
After you’ve met with your adviser and feel comfortable that financial planning is right for you, we can begin setting the wheels in motion. Our experienced advisers will look in more detail at your current financial arrangements to understand what changes might need to be made. Through us, you’ll be able to take advantage of cash flow modelling tools that allow you to see how different decisions and life events could affect your wealth over time.
If appropriate, you’ll get a strategy report providing an overview of your goals and whether you’re on track to achieve them. This will help you identify any areas needing immediate attention.
Your strategy gives you the big picture about your wealth, but now it’s time to get down to the details. When we start working together, we’ll explore the best ways to help you meet your objectives. As our client, you’ll have access to our extensive panel of investment solutions, specially curated by our expert team.
Once our team has completed their review of the most appropriate solutions for your needs, they’ll prepare and talk you through your personalised report. This document outlines our recommendations in plain English, clearly explaining all the pros and cons.
If you’re happy with the suggestions we’ve made, we’ll put them in place on your behalf. Our team will take care of all the necessary paperwork and admin, so there’s nothing for you to worry about.
None of us can predict what life will throw our way, which means plans can change. That also applies to your wealth, and we’ll be on hand to help you update your financial plan should you ever need to. Our advisers are at your disposal for regular review meetings to check on the performance of your assets. If a new situation arises or things aren’t going to plan, we’ll help you to make any necessary adjustments.
The value of your investment can go down as well as up and you may not get back the full amount invested. The Financial Conduct Authority does not regulate tax and trust advice.
“It was very easy to deal with our Partner at Foster Denovo during entire remortgage process. They tried their best to get remortgage completed in time and even helped escalate complaints we had with solicitors. I highly recommend Foster Denovo for financial and mortgage advice.”
“Feel very lucky to have the advice and expertise on offer, especially how much time was dedicated to our case. Having been supported through 3 applications and receiving excellent client service I would always recommend Foster Denovo.”
“We are always very busy and so I appreciate that we can fully outsource our pensions and benefits admin including Group Life Assurance, Group Income Protection and Private Medical Insurance to the Secondsight team. And I can’t speak highly enough of you and your team.”
“Our Partner is a mortgage rock star.”
“Process became difficult half way through so we had to sell a long time before buying the new property. Our Partners were fantastic from start to finish, kept me informed and chased all relevant parties immediately when needed. Literally faultless from my perspective.”
“Our Mortgage Partner was great- they touched base frequently without being overbearing during our house hunt. We waited a long time from offer acceptance to completion date and required a mortgage offer extension which was arranged without issue. My partner is self-employed so our Partner also ensured we had all the correct information and documents to gain mortgage approval. Would definitely recommend”
“The whole process from beginning to end was seamless. We were kept informed by our consultant at all times, no matter the time of day. There were areas of anxiety but our consultant dealt with it all and ensured all queries were dealt with as soon as possible. Would highly recommend.”
“My Partner is extremely friendly and explains any questions I have. They fully and competently guided me through the process and I have full confidence in their knowledge and understanding.”
“Our Partner is amazing, what a credit to any team . House would never of gone through without her. They went the extra mile every day”
“Our Partner was fantastic, they made the whole application process stress free and was very adaptable to our quite specific requirements when finding us a mortgage that suited our needs.”
“A professional and personalised service. Worked tirelessly to find a mortgage suitable for my needs. Provided sound knowledge and advice and always following data protection procedures.”