You’ll start by providing personal information to your assigned CFP via a secure online link, in order for them to objectively analyse your financial situation. Your data will be kept in compliance with the Personal Data Protection Act 2012.


You’ll then meet your personal CFP via a video call. Here, they’ll learn about your short and long-term financial goals as well as any challenges you want to resolve.


Your CFP will then use the information provided to create a detailed plan according to your needs. This will take approximately 7 days, and you don’t have to do anything during this time. Leave it to the expert to craft your financial plan.


Your detailed financial plan which includes your financial goals and specific recommendations will be ready by now. Your CFP will present the plan to you via a video call.


After one month, your CFP will speak to you once again. This time, they’ll guide you through the steps to executing your financial plan.


You and your CFP will then decide when is the best time to meet again to review your progress. During that review meeting, you’ll want to highlight any significant changes in your life, which will decide whether your financial plan needs tweaking.