Our Advice Process.
Impartial, Independent Financial Solutions.
At Positive Solutions, we believe that everyone is an individual and
that all of our customers need individual advice and financial solutions: like DNA this process is dynamic and
constantly evolving. We call this our advisory process, and our objective is to consistently deliver the optimum
customer-centric bespoke model.
- Present Initial Disclosure Pack.
- Review present financial situation.
- Agree client's objectives
- Agree any immediate actions needed.
- Arrange rights to review existing policies.
- Set up client's web page and email.
- Set up next meeting.
- Research Market
- Choose appropriate services and products
- Choose most appropriate providers
- Produce written rationale (Reasons Why Letter)
- Arrange rights to review existing policies.
- Set up client's web page and email.
- Set up next meeting.
- Recap objectives and agreed immediate actions
- Presentation of solutions from written rationale
- Give written illustrations
- Client to agree whether to proceed
- Complete proposals
- Hand out client folder
- Send client 'reasons why' letter (written rationale)
- Administer process of issuing plans and contracts
- Client can review personal data via own web pages and contact via personalised email.
- Client chooses frequency and type of contact
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