At Walker Crips Financial Planning in the Midlands, I keep things straightforward and clear, focusing on your financial well-being. Planning for your financial future may seem complex, but I’ve broken it down into four simple steps to guide you through the process.

Stage 1: Initial Consultation

We begin with a complimentary, no-obligation consultation. This meeting allows us to discuss your current financial situation, your goals, and any concerns you may have. It helps me understand where you are now and what you want to achieve in the short, medium, and long term.

During this meeting, I’ll explain how I work, the services I offer, and my fee structure. This is your opportunity to ask questions and determine if we’re a good fit. Following our meeting, I’ll send you a personalised engagement letter outlining the proposed work and associated fees if you choose to proceed.

Stage 2: Creating Your Financial Plan

If you decide to move forward, we’ll delve deeper into your financial details. This may include gathering information about your pensions, investments, or protection products. With your permission, I’ll handle communications with your current providers to gain a complete picture of your situation.

Using this information, I’ll develop a detailed financial plan tailored to your goals. This plan will include specific recommendations and action points to help you reach your objectives. You’ll receive the plan before our next meeting, giving you time to review it. We’ll then discuss everything in detail, ensuring you fully understand the recommendations before proceeding.

Stage 3: Implementation

Once you’re comfortable with the plan, we move to implementation. This is where we put the strategies and recommendations into action. I’ll manage the paperwork and handle the setup of any new products or investments. If there’s anything you need to do, I’ll provide clear guidance to keep the process smooth.

You’ll receive regular updates throughout this phase, so you know exactly what’s happening. My goal is to ensure a seamless transition as your financial plan begins working toward your objectives.

Stage 4: Ongoing Support

Financial planning is an ongoing journey that evolves with your life. After implementing your plan, I’ll continue to support you with regular review meetings to keep everything on track. These meetings allow us to assess your progress, make adjustments, and adapt to any changes in your circumstances or goals.

I recommend at least an annual review, but we can adjust the frequency based on your needs. Whether it’s a significant life change or a quick update, I’m here to provide ongoing support and ensure your financial plan remains aligned with your goals.

Get Started

If you’re looking for professional financial advice in the Midlands, I believe good advice should be clear, accessible, and tailored to you. My fee structure reflects this—no hidden costs or surprises. You only pay for what we agree on upfront, ensuring you receive excellent value for your investment.

Ready to take control of your financial future? Contact me to arrange your complimentary, no-obligation consultation today.