The Transform Process
When it comes to how we work together, we favour a gentle and nurturing approach. Spread across six stages, our process involves a lot of collaboration and exploration. Here’s what you can expect.
Initial meeting
Our first meeting is all about getting to know each other. We’ll ask you some questions about your current circumstances and what you’re looking to achieve. We’ll also tell you more about our services and how we might be able to help. The initial meeting is free of charge.
Life plan
Next is where the power of life planning really comes into play. We’ll sit down with you and get you to think about your values, passions and goals. We’ll ask a series of questions that get you to dig deep and find out what’s really important. Find out more here.
Fact find
Now we’ll conduct a fact finding exercise, which helps us learn more about your personal information and current financial arrangements. At this stage we may also build a cash flow plan, but only if we think this will be beneficial.
Create
Armed with all the information we need, we will get to work creating your bespoke financial plan. Analysing, researching, plus a little magic behind the scenes, we’ll pull all of our recommendations together into an easy-to-understand report. We’ll then present this to you in person.
Action
It’s time to put your plan to work! If you’re happy for us to do so, we will implement our recommendations, contacting providers and taking care of the majority of the admin. We’ll also ensure you’re kept up to date with any progress.
Maintain
As your life, goals and circumstances change, your plan needs to evolve with them. We’ll meet regularly (as often as your situation requires) to review your plan and make any tweaks we need to.
Client Stories
Transform Financial Planning is a trading style of Bridge Investments Partners Ltd. Bridge Investments Partners Ltd is authorised and regulated by the Financial Conduct Authority no. 608975.
Registered in Scotland. Company number: SC456760. Registered address: 19 Monktonhall Place, Musselburgh, Scotland, EH21 6RR.
For your information decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. The firm is not responsible for the content of external links. The content is aimed at UK residents or residents of MiFID countries.
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