The Next Step
The flowchart below demonstrates the process for financial advice and ongoing review with TFM. The first step is a free no-obligation meeting, the objective of which is to allow us to explain our service in detail to you, and for you to decide if you would like to work with us.
If you would like to work with us, you will need to instruct us accordingly. In our initial meeting we will look to establish your individual priorities and objectives, and the service that you want individually. When you instruct us we will invoice you for the mortgage fee in full (£250.00) and half of the reporting fees (£500.00 for a focussed report and £1,000.00 for a holistic financial report). Upon initial payment we will begin to gather the necessary information to formulate your financial plan, from you, and from your existing plans and providers.
We will meet with you to present our findings in a written report. We will explain the report to you and answer any questions you might have.