Step 4 - Our Recommendations
posted 12th April 2025
STEP 4 - Our recommendations
Usually in-person, or a 45-60 mins video call.
Once our recommendation report is ready, we will email it to you in advance of the presentation meeting. We will also provide you with a detailed “Financial Overview” report. This document will provide an overview of your current financial circumstances, objectives and products you have in place, which should be read in conjunction with our recommendations.
Our recommendation (suitability report) will include all details of where we suggest your pension funds should be invested, the costs applicable and the past performance of the newly proposed funds. We will also re-confirm the cost of any on-going services. The formal advice presentation meeting will take approximately 45-60 minutes.
