Brighter Pink’s primary aim is to assist our clients in achieving their financial goals according to their own, individual circumstances in as friendly, transparent and discrete a manner as possible.
The financial planning process would normally be as follows:
- Step 1 - Fact Find
Before we can provide any detailed recommendations, we will need to determine our client’s objectives, where they currently are and their attitude to investment risk, if relevant.
At this point we will also provide the Key Facts about Our Service document which describes our fees and our Terms of Business and a fact sheet explaining how our clients are protected under the Data Protection regulations.
- Step 2 - Research
Once we have determined what our client aims to achieve, the relevant specialist adviser, supported by our team of researchers, will consider the most appropriate strategy to achieve these objectives.
- Step 3 - Recommendations
All our recommendations will be in a report format, including a confirmation of our client’s objectives, summarising their current position and providing strategies with detailed plans to achieve these. The reports will also outline why we have made these suggestions, highlighting all benefits and disadvantages – if any.
- Step 3 - Processing
After receiving our client’s instructions to proceed, we will complete all the required documentation, forward these for signature and submit them to the relevant organisation. Our team of experienced administrators will monitor their progress to ensure an efficient completion.