1. ‘it’s all about you…’ We first need to get to know you, as we can’t help you get to where you want to go unless we know where you are coming from. We will collect data on your personal circumstances including your financial situation in order to build a profile. Then it is important to establish objectives and aspirations and your views as to the level of risk you may be willing to take to get there. 
2. ‘rolling our sleeves up…’ These details are used to construct your unique proposal, carefully checking your profile and responses to ensure the advice and recommendations fit perfectly. Anglia Financial having invested in an in-house, highly qualified, technical consultant and supporting software are well placed to deliver both simple and complex strategic financial planning solutions.
3. ‘moving forward…’ Our consultants take time to demonstrate in ‘plain English’ how our recommendations solve your particular financial planning needs. If and when you are happy to proceed we will ensure those recommendations agreed upon are implemented as illustrated. You may choose to instruct us on a transaction only basis or agree how you would like us to look after you moving forward (please refer to ‘servicing contract’ for an illustration of the services you may wish to take up).

Please also review ‘How we are paid’ link in connection with our financial planning services