Our process
Explore how we work together to build a strategy shaped by your ambitions.
The Sustainable solution
A clear, step-by-step approach to creating a financial plan that protects, grows and sustains your wealth for life.
Step 1
Initial meeting
We start with a short 10-15 minute phone or online chat to understand your situation and answer any initial questions you may have. This helps us see if we’re the right fit for your needs. If it feels right, we schedule a second, more detailed meeting to explore your finances, priorities and overarching goals in more depth.
Step 2
Detailed analysis
During a face-to-face or Teams meeting, we review your finances, looking at your goals and priorities. We explain our process, outline costs and gather the key information needed to create a personalised plan. This allows us to gain an overview of your circumstances so we can develop the most suitable strategy for your financial future.
Step 3
Present plan
We walk you through your personalised plan in a clear, easy-to-understand way. Every recommendation is explained so you feel confident in your decisions. We answer your questions and guide you through implementation to create a plan that is practical, actionable and fully aligned with your goals, giving you reassurance about your financial future.
Step 4
Implement strategy
Once your plan is ready, we put it into action. This could involve setting up investments, reviewing pensions or protection solutions tailored to your needs. We coordinate everything carefully, making sure your strategy starts working immediately. Our goal is to give you confidence that your wealth is structured appropriately to support your lifestyle and long-term objectives.
Step 5
Ongoing support
Our relationship continues long after implementation. We provide regular reviews, adapt your plan as your circumstances change, and remain available whenever you need advice or reassurance. Whether it’s a new opportunity, a life change, or just checking in, Andrew is on hand to help your financial strategy stay up to date and on track.
Want to know more?
We’ve put together the questions clients ask most, so you know what to expect when working with us.
Do you offer independent financial advice?
Yes, we provide fully independent financial advice, focused solely on what is most suitable for your circumstances and objectives.Does the Financial Conduct Authority (FCA) regulate you?
Yes, Sustainable Financial Planning Ltd is fully regulated by the FCA. You can find our firm’s details here.Do I have to pay for an initial meeting?
No, initial meetings are free. They are intended to explore your needs and assess how we can help.Financial planning explained
What is financial planning? How could it help me? Find out how you can shape your finances around your goals and consider the outcomes of different decisions.
