How we help

There’s a lot to consider when it comes to your financial future. That’s why we start by getting to know you. We’ll find out everything about your lifelong objectives first, rather than focusing on products and funds.

We might ask you things you think aren’t related to money at all, but it’s our way of finding out what you truly want from life, so we can match your finances to those goals.

Our 6-step financial planning process breaks it all down into manageable, achievable steps. At the end you’ll have a cohesive plan that brings your goals, dreams and ambitions together in one overarching strategy.

 
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THE JOURNEY

 

1

Getting to know each other

This introductory meeting allows us to get to know each other a little better. We’ll find out what you’d like to achieve from working with us. We'll discuss how we become part of your lives - and how you become part of ours. We'll also talk you through the next steps and our fees.

 

2

Gathering information

Now that we’re up and running, we’ll start the financial planning process. This begins with understanding your goals, values and what’s really important to you. We’ll ask you about the experiences that have shaped who you are today and what a successful plan looks like for you. 

 

3

Research and Analysis

Next, we go away and take a look at your current finances – your income, expenditure, assets and liabilities. We’ll analyse the options, and using the information we have from the second meeting, identify the approach we believe will help you achieve your long-term financial goals. This will form the basis of your financial plan.

 

4

The big reveal

Once we’ve created your plan, we’ll take you through it step-by-step, explaining our recommendations and how they meet your objectives. We’ll also show you how the plan can be altered as your needs change.

 

5

Implementation

Once you’ve had a chance to give us your thoughts on the plan, and after we’ve made any adjustments, we’ll implement the recommendations. We’ll help you with the paperwork and make the process as hassle-free as possible.

 

6

Review

Your plan is now live, but we all know that life can change, which means your goals and dreams might too. Regular reviews enable us to make sure your plan continues to meet your needs; they also allow us to check your progress and make any necessary adjustments.

 

 
 

The problems we help YOU ANSWER

 

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I don’t know when I can retire

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I don’t know how much I need

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I don’t know if I can afford a new car or take more holidays

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I’m not sure I’m saving enough

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What would my family do if anything happened to me?

 

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I don’t know if I can afford to sell my business

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I don’t know how much I have

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I want to put money aside for my children

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I want to know when I can stop worrying and start living!

 
 

Contact us

 

GIVE US A CALL ON 020 8953 6677 OR SEND US AN EMAIL AT ENQUIRIES@JJFS.COM