ENGAGEMENT
We will arrange an initial introductory meeting where we will fully explain how our service works and what you can expect from us, identify your primary financial needs and objectives and answer any questions.
DISCOVERY
Once instructed, your adviser will work with you to fully understand your objectives and gather financial information to provide a comprehensive picture of your circumstances.
RESEARCH & ANALYSIS
Once your objectives are agreed, we will complete a Personal Financial Plan, which provides an analysis of your current financial position and identifies any areas to develop and act upon.
PLAN PRESENTATION
We’ll talk you through your Personal Financial Plan stage by stage, setting out specific and realistic recommendations designed to achieve your stated objectives over an agreed time period.
IMPLEMENTATION
Now it’s time to put the plan into action. Your adviser will take care of all the necessary final steps to turn your Personal Financial Plan into reality, keeping you well-informed of progress.
ONGOING SERVICE & RELATIONSHIP
Where an ongoing service is agreed, your adviser will review your Personal Financial Plan to ensure it is on track with your objectives, taking into account changes in personal circumstances, financial market conditions and relevant legislation.
How we work
At George Square Financial Management we don’t start with a pitch or deal in off-the-shelf products or one-size-fits-all packages. Instead we invest our time in getting to know you, listening and learning until we fully understand your priorities, needs and aspirations in both the short and long-term.