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How can we help you start your financial planning journey?

 

Welcome to Innes Reid Independent Financial Advisers. Many people contact Innes Reid because they know they need independent financial advice. Whatever your circumstances or motivation for choosing us, you’ll obviously want to know more about the services we offer and how we can provide the right solutions for you. To begin the process, here’s how we guide and support you through the steps of your financial planning journey.

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Getting to know each other

We’ll arrange an initial meeting at our expense, enabling us to learn more about you and vice versa. When getting to know you, we will gather detailed financial information about you to build a comprehensive picture of your current finances and future plans.

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Understanding
your needs

We’re here to help you achieve your financial and investment goals, which is why we always take the time to learn about your current financial situation. The aim being to identify your objectives whilst taking your dreams and turning them into well-defined realistic possibilities.


Creating a plan of action

At this point we get down to the detail and complete our in depth independent research and analysis. Only then are we ready to create your personal financial plan. This will be your roadmap to a secure financial future.

 

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Working with you
The next step is for us to present you with your financial plan. It will be your decision whether to implement our recommendations in full or in part and, only when you are happy will we undertake the leg work to implement the plan, with you always in control of the process.


Adapting the plan
The progress of your financial plan will need to be reviewed regularly to ensure it is on course to achieve your objectives. Reviews will take account of any changes in market conditions, legislation and most importantly your own circumstances and objectives. No matter how well things are going, we never sit back and say ‘job done’.

Working with you

The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints
between regulated firms and their clients. Further details of the FOS can be found on its website:
www.financial-ombudsman.org.uk