Oculus advisers provide all clients with clear financial direction. This is achieved by having a full understanding of clients’ current financial position, objectives and identified needs; enabling them to provide suitable solutions in order to treat clients fairly.
Our aim is to reduce future barriers to these objectives and to maximise the opportunities for achieving goals.
The First Steps...
1
Initial
Meeting
2
Agree
Adviser Fees
3
Information
Gathering
4
Client
Commitment
This is the introductory phase of our professional relationship.
During the initial client meeting, you will get to know your adviser, be able to outline your financial circumstances, attitude to risk, objectives and goals, then agree a level of service and charging that best suits you.
Once complete, the advisory process can then begin...
The Advisory Process
Research
Using the information gathered during the initial meeting, your adviser will then begin the research process, assessing suitable options to build your personalised financial plan. A complete suitability report will then be created outlining the products and solutions being recommended.
Advice
Your Oculus adviser will then present the suitability report to you and answer any questions you may have and, if necessary, make any appropriate changes.
Implement
Once a financial plan has been agreed, your adviser will then assist with administrative processes, such as form completion and liasing with the respective providers, ensuring the right plan is implemented as intended.
Monitor
If you agreed to an ongoing service, your adviser will monitor your plan and ensure you stay on the right track, giving you the peace of mind to focus on the other important aspects of your life.
Review
It's important to review your financial plan on an annual basis. Dependent upon the level of service chosen, your adviser will contact you providing you with updates and to confirm ongoing suitability of the products and solutions.