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With you, at every step.
We’re with you at every step, ensuring your goals stay on track and your financial future remains secure.
What you can expect
Experience a seamless financial planning journey, from an in-depth initial meeting to tailored research, detailed recommendations, straightforward implementation, and ongoing expert reviews.
1. Initial Meeting
We start by getting to know you, your financial situation, and your goals. This friendly, no-pressure chat helps us understand what matters most to you and sets the foundation for a personalised plan tailored to your needs.
2. Research
Our team digs deep into your finances and the market to explore all your options. We analyse your existing investments, potential risks, and opportunities to ensure our advice is well-informed and targeted to your objectives.
3. Report Production
We then prepare a clear, easy-to-understand report that outlines our findings and recommendations. This document breaks down your current position and shows the best strategies to help you achieve your financial goals.
4. Presentation
Next, we’ll go through the report together, answering your questions and explaining our advice. This step ensures you feel confident and fully informed before making any decisions.
5. Set Up
Once you’re happy with the plan, we’ll help put everything into action. From transferring funds to setting up investments and protections, we handle the paperwork and make the process straightforward and stress-free.
6. Ongoing Reviews
Life changes, and so should your financial plan. We regularly review your progress and adjust your strategy as needed, keeping everything on track to meet your goals and adapt to new circumstances.
FAQs - guys, would you like these? And if so, what questions would you like to include?
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What is an FAQ section?An FAQ section can be used to quickly answer common questions about your business like "Where do you ship to?", "What are your opening hours?", or "How can I book a service?".
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How much is the initial meeting?Our initial meeting with you is at our cost.
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Why do FAQs matter?FAQs are a great way to help site visitors find quick answers to common questions about your business and create a better navigation experience.
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Where can I add my FAQs?FAQs can be added to any page on your site or to your Wix mobile app, giving access to members on the go.
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How do I add a new question & answer?To add a new FAQ follow these steps: 1. Manage FAQs from your site dashboard or in the Editor 2. Add a new question & answer 3. Assign your FAQ to a category 4. Save and publish. You can always come back and edit your FAQs.
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Can I insert an image, video, or GIF in my FAQ?Yes. To add media follow these steps: 1. Manage FAQs from your site dashboard or in the Editor 2. Create a new FAQ or edit an existing one 3. From the answer text box click on the video, image or GIF icon 4. Add media from your library and save.
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How do I edit or remove the 'Frequently Asked Questions' title?You can edit the title from the FAQ 'Settings' tab in the Editor. To remove the title from your mobile app go to the 'Site & App' tab in your Owner's app and customize.