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What happens next?


Corporate: - employers interested in providing appropriate benefits and/or financial education/advice for their staff.

One off (Tactical) advice on a particular issue

  1. We agree the brief and what you wish as a preferred outcome
  2. Once we agree what we need to do we then need to collect and collate relevant facts about your firm and its current benefit structure/assets, your cooperation is vital if we are to deliver the service you have requested
  3. We then analyse the data and determine what we need to do
  4. We prepare our report complete with recommendations
  5. Where necessary we implement the recommendation(s)
  6. We provide no ongoing monitoring or advice

Executive counselling

  1. We agree the brief and what you wish as a preferred outcome
  2. Once we agree what we need to do we then need to collect and collate relevant facts about your firm and its current benefit structure/assets, your cooperation is vital if we are to deliver the service you have requested
  3. We agree the communication content and format.
  4. We provide the counselling in an agreed programme
  5. We report back on a no names basis.

Investment advice

  1. We determine the firms aims, issues or problems requiring action
  2. We conduct a review of the current investments
  3. We prepare an investment proposal(s)
  4. We action the implementation of the proposal
  5. We provide ongoing advice
  6. We conduct the annual Review(s)

Review of previous advice

  1. We determine firms aims, issues or problems requiring action
  2. We review previous or current advice
  3. We prepare a report determine the suitability of the previous or current advice
  4. We assist in the preparation of the formal claim
  5. We can act as an expert witness
  6. We can support other professionals in the progression of your claim

Strategic advice

We believe in research first and recommendation second, it is important to note what is currently in place, but more important to determine what is needed going forward. 

  1. We need to get to know you, a major part of that will be us asking you, "if we were meeting one year on what would have been completed that would have taken you forward".
  2. Once we agree what we need to do we then need to collect and collate facts about you and your current benefit structure, your cooperation is vital if we are to deliver the service you have requested
  3. We then survey your employees to determine which benefits they value the most from what is currently provided or not provided.
  4. We use this survey and our analysis of the current benefit scheme to develop the plan that we will allow us to present our recommendations or alternatives for the structures necessary to deliver the plan.
  5. With the recommendations in their final format we then move into implementation mode. In some cases we will be working with other professionals to ensure that the integrated approach is in process
  6. As with any plan it is necessary to monitor its progress to ensure that you are progressing towards your goals. This will necessitate ongoing meetings to review your situation and adjust the recommendations, if needed, as your firm changes.

Syndaxi - Chartered Financial Planners

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