Britannic Place Financial Management Limited

Comprehensive Financial Planning

Comprehensive Financial Planning is an on-going process to help you make sensible decisions about money that can help you achieve your goals in life. It’s certainly not just about buying products like a pension or an ISA.

Such planning might involve putting appropriate wills and trusts in place to protect your family, working out what lifestyle you want to have in retirement or simply spending money differently. The main thing is that it involves thinking about all of these things together, i.e. your ‘plan’, and then putting it into place.

Our Comprehensive Financial Planning process consists of six steps that help you take a ‘bigger picture’ look at where you are financially. Using these six steps you can work out where you are now, what you may need in future and what you must do to reach your goals.



Our six step Comprehensive Financial Planning process is as follows:

  1. Initial Meeting – establishing and defining the relationship between you as client and us as financial planners.
  2. Discovery Meeting  – we need to work out what assets and what liabilities you have. We also need to establish your goals and objectives in life.
  3. Analysis  – we need to analyse and evaluate your current financial position in detail to determine how close (or not) you are to achieving your goals.
  4. Recommendations – we will then develop and present our formal financial planning recommendations, which will act as your “road map”  for achieving your different goals.
  5. Implementation – we then make sure that the specific financial planning recommendations are implemented correctly and followed through to completion.
  6. Maintenance – we will monitor and review your financial plan at least yearly and make any adjustments, where necessary.

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Britannic Place Financial Management Ltd. is registered in England & Wales - Company No. 589908 - Registered Address: 20 Camp Hill Road, Worcester, WR5 2HE
The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. Decisions should not be taken based solely on the content of the website and individual advice should be sought first. The regulations, levels and bases of taxation are subject to change.
Britannic Place Financial Management Ltd. is Authorised and Regulated by the Financial Conduct Authority. Our FCA No: 588420

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