Independent financial review

An independent financial review is the best place to start for any AOP member who wants to get a better handle on their finances. A review will help you identify your goals, and will allow us to recommend a course of action to achieve them. It’s then entirely up to you whether we go ahead with the recommendations.

The process

It all begins with the review meeting. The Independent Financial Adviser [IFA] for your area will arrange to meet you (and your spouse if relevant) at a convenient time and place.

Then, over the course of about an hour and a half, you and your IFA will discuss all the relevant information to provide a thorough review of your situation. Using planning tools and general knowhow, your IFA will assist you in agreeing some clear goals and direction for your plan.

Once we have the information we need, our planning team will work on preparing a comprehensive recommendation report based on your individual circumstances.

Ongoing service

From here, the course you take is entirely up to you. Any costs applicable will be outlined in the plan in a transparent way.


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