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What happens next?


Individuals: - interested in attaining or maintaining their financial independence.

One off 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 you and your current 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

Investment advice

  1. We determine your  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 your aims, issues or problems requiring action
  2. We review previous or current advice
  3. We prepare a report to 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

Ongoing advice on a particular aspect of your financial position

We like to get to know you to make sure we can add value and assist you in meeting this particular goal.

  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 we have done 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 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 to enhance, preserve or distribute your wealth
  4. We use this analysis to develop the plan that will in due course allow us to present our recommendations or alternatives for the structures necessary to deliver the plan and the investment proposal that will support goals being achieved and are in line with your risk profile. To help us in building the plan we use Cash Flow Planning - to see a video explanation of what that involves and produces see below.



  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 life changes.

Full financial plan - we favour a six step process

We like to get to know you to make sure we can add value andeither help you towards financial independence or help you maintain your financial independence
  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 we have done 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 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 to enhance, preserve or distribute your wealth
  4. We use this analysis to develop the plan that will in due course allow us to present our recommendations or alternatives for the structures necessary to deliver the plan and the investment proposal that will support goals being achieved and are in line with your risk profile.
  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 life changes.

Syndaxi - Chartered Financial Planners

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