Your client journey
How we work with you is just as important as the successes we achieve together.
How our 3-stage planning service works
01 Analysis
First, we gather the information needed to evaluate your current financial position. We’ll meet to establish your situation, views and objectives, and answer your questions. From there, we will assess your investment risk profile and capacity for loss before liaising with the providers of your existing plans. We will analyse the relevant features and benefits of your existing plans.
You will then receive an executive summary financial planning report that will help you understand your current position and explain how we might be able to help you achieve your objectives.
02 Implementation
The second stage is to agree on and implement an appropriate strategy. We will meet to discuss our initial financial review and agree on the next steps. After this, we prepare a detailed report, which includes the research behind our recommendations.
To help take the stress out of your financial plan, we complete any paperwork and administration on your behalf. You will have a dedicated administrator who will answer any day-to-day queries.
03 Review and monitor
Our service provides you with ongoing advice, support, and peace of mind that your financial planning is being professionally managed for you. We will meet annually to discuss the progress of your financial plans and review your objectives for the year ahead, then adapt your financial plan accordingly.
We will be available throughout the year to discuss any queries you may have and provide you with regular updates.
Your Financial Masterplan
If you do not necessarily require advice on financial products but need advice on specific lifetime goals, we can still help you. Our Financial Masterplan is designed either as a standalone service or as a precursor to advice on pensions and investments.
We’ll meet to establish your situation, views and objectives, answer your questions, and then get information about any existing plans you have. We’ll analyse your current and future costs.
We then meet to discuss your lifetime financial forecast, looking at various scenarios tailored to your circumstances and objectives. You’ll receive a report detailing the main outcomes of the process, including our recommended “masterplan” and how to reduce the financial impact of any issues we discover.
We’re on VouchedFor
We have even more in-depth and positive reviews from our clients. Visit our VouchedFor page to read more than 230 testimonials from our happy clients.
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Griffins Financial Solutions Limited is authorised and regulated by The Financial Conduct Authority. Griffins Financial Solutions Limited is entered on the FCA register under reference: 118099. Registered office address: Elizabeth House, 13-19 London Road, Newbury, Berkshire, RG14 1JL. Registered in England. No: 01529690.
The advice and/or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
The Financial Conduct Authority do not regulate tax planning, trusts or will writing.
The Financial Conduct Authority do not regulate tax planning.
The value of your investments can go down as well as up, so you could get back less than you invested.
A pension is a long-term investment not normally accessible until age 55 (57 from April 2028 unless the plan has a protected pension age). The value of your investments (and any income from them) can down as well as up which would have an impact on the level of pension benefits available. Your pension income could also be affected by the interest rates at the time you take your benefits. The tax implications of pension withdrawals will be based on your individual circumstances, tax legislation and regulation which are subject to change. You should seek advice to understand your options at retirement.
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