Your journey
Secure, confident and informed. That’s how you’ll feel when working with our first-class team on your journey to financial independence.
1.
Understanding you
How does our journey begin? It starts with fact-finding and gathering information. What do you want us to do? What do you need our help with? The better we can understand you, the better we can understand how we can help.
2.
Establishing your position
Once we’ve given you the good news that we can work together, we’ll delve into the finer details and really understand where you are right now and what can be done to achieve your goals.
3.
Creating your plan
Once we’ve got all the information we need, we can start to create your plan. We will pull together our recommendations before presenting them to you and answering any questions you have.
4.
Implementing your changes
If you’re happy with our recommendations, we will implement them on your behalf. We like to take the weight off your shoulders, so we deal with providers and will keep you informed along the way.
5.
Your ongoing journey
Your journey with us doesn’t end at implementation. Financial planning is ongoing, so we will meet with you once a year to review your strategy and ensure it continues to work toward your goals.
The value of a financial plan
We take pride in providing high-quality financial planning that allows you to focus on the long term, through building strong personal relationships. This is where you will find real value: the benefits that come with a long-term relationship. Our guidance hinges on establishing trust and providing reassurance, making it paramount to get this right before anything else.
Our fee philosophy
Marshall Wooldridge Financial Services Limited is authorised and regulated by the Financial Conduct Authority. View our authorisation under our reference number, FCA No. 729853 or by visiting their website. Registered office address: Unit 4b, Regency House, Kirk Lane, Yeadon, Leeds, West Yorkshire, LS19 7EP. Registered in England and Wales. Company no. 09887995.
Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. www.financial-ombudsman.org.uk
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