Using the information collected in the Fact Find in Step 3, we can now build your very own Statement of Advice (sometimes known as a Financial Plan or ‘SOA’). This is a tailored document that outlines your situation, goals and our financial recommendations. The SOA will vary from individual to individual because it has been tailored with your personal situation, needs and goals in mind
Creating an SOA may take a few weeks to prepare, and once completed we will present it to you in person. This is a face to face meeting and will take a couple of hours to go through all the detail. If you’re part of a couple, you’ll both need to be present. You should take the SOA home to read further and think about it. It’s important to take your time and be comfortable; it’s your plan and we would never ask you to sign anything on the spot! It’s your future and you need to be happy with it.