The Process

There's no charge for your first meeting with Financial Design (IFA) Ltd as it's an opportunity for you to get to know us and us, you a little better.

With this in mind, the aim is to agree how we will work with you, subject to your needs and objectives and discover if Financial Advice is what you need, whilst discussing the typical costs and services.

 

 

Establish your understanding and experience of investments

 

Establish your investment solution options

 

Establish the appropriate cost of the chosen investment solution

 

This discussion will establish if you will benefit from financial advice or if you would be better served doing the research and analysis yourself.

IRESS