How we work

At Saffron IFA we have created six basic steps that we will use to help take an overview of your financial situation. From here we can help you work out :

• Your current financial position
• Where you want to be in the future
• How we can help you achieve those ambitions

Step 1: The Basics: Getting to know each other

We'll explain who we are, what we do, how we do it and what it is going to cost you.

Step 2: Where are you now and where you want to be

We work with you to gain an understanding of your current situation and ambitions you have.

Step 3: Analysing your needs

We analyse gaps between where you are and where you want to be and explore with you how best you can achieve your objectives.

Step 4: How we can help you achieve your ambitions

After the discussions we will undertake a detailed analysis of the marketplace to identify and recommend the most appropriate solutions to suit your individual needs for your consideration.

Step 5: Your options

We will help you to understand the options you have and the choices you need to make.

Step 6: Ongoing support and advice

We will agree with you who will monitor your progress towards your goals. If you appoint us to manage the process for you, we will report to you periodically to review your situation, update your financial plan and adjust our recommendations, if needed, as your life changes. You can also make contact with us at any time should your circumstances change or if you wish to seek advice and guidance.