How we work
How we work
The first step would be for you to contact us to arrange an initial discussion or meeting which usually lasts about an hour. You will get our help to review your existing financial situation and reach a realistic assessment of your likely needs. You will not incur any charge or obligation at this initial meeting - which is intended to be an exploratory meeting at which we will outline the services offered by McLeod Browne, to enable you to decide whether or not we would be the right people to advise you on financial planning and investment matters over the years ahead.
As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable solutions currently available. We are therefore able to make arrangements to maximise the benefits to our clients.
Depending on your instructions we will undertake a needs analysis based on your current situation, and taking into account any specific plans and/or targets you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan including a lifetime cash flow forecast, followed up with regular reviews.
You will receive a professional plan giving advice about where your financial arrangements are already good, and where they're inadequate (or not covered at all).
You'll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances which will be sensibly balanced in relation to your current income and your future prospects.
In almost all cases we are able to make arrangements which clients would be unable to make for themselves. All our proposals will be fully explained and priced so that you'll know exactly what and why before you agree to anything.
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daily quote:
“ A reception teacher is one who knows how to make little things count. (Anon) ”