Initial Discussion.
This will be the first meeting between the customer and advisor, at this stage the discussions will enable the customer to choose if TIC is the right company to arrange their finances and the way in which the customer wishes to pay their advisor. The advisor will begin to assess if there are areas of financial planning that we can help them with.

Fact Finding
At this stage the advisor will look in detail at the customers financial plans and goals, both current circumstances and future aspirations, the existing plans, tax status and personal details and attitudes towards investment will all be considered.

Research
Following the fact find the advisor will establish all the areas of the customer’s finances that should be addressed or rearranged to improve the customer’s current situation and work towards their goals.

When the areas have been established the market place will be researched to find the most appropriate contract available from one of the best companies to meet your current needs and circumstances.

Presenting Guidance
The advisor will, in plain English explain his advice to the customer and the reasons behind his advice; this will also be provided in written form. The customer then is able to consider what the recommendations are and take the action that they deem most appropriate for them

Following on from the Presentation meeting the customer and advisor will decide what level of contact the customer wants from TIC and when it will be appropriate to meet again.

If you wish to arrange an initial discussion please contact Tracey or Claire at the office on 01524 541510 during our office hours of 08:30am - 16:30pm.

The Financial Services Authority does not regulate taxation advice.