Our process starts with an initial face-to-face meeting to get to know each other. We’ll discuss what you’re looking to achieve and determine whether we’re the right firm to help you. This is held at our expense and there’s no obligation to sign up to our services.
If we decide to work together, we’ll explore in more depth your goals for the future, as well as your attitude to risk. We will also gather the necessary information about your existing financial plans and policies.
Armed with the information we need, we’ll then research and analyse the best financial solutions for your circumstances and objectives. This will form the first draft of your bespoke financial plan.
We’ll organise a second face-to-face meeting to present our recommendations to you. We’ll talk through each part of your plan in detail, and you’ll have plenty of opportunity to feed back and ask questions.
If you’re happy with our recommendations, we will put your financial plan into action and implement them. We’ll make sure to stay in regular contact and keep you updated on your plan’s progress.
Life can be unpredictable, and people’s circumstances change. As part of our ongoing service, we’ll meet at least once a year to review your financial plan and ensure it still meets your needs, tweaking it where we need to.
Strathayr Financial Services LLP is a registered company in Scotland. Registration number: SO300013. Registered office: 18 Miller Road, Ayr, Ayrshire, KA7 2AY. Authorised and regulated by the Financial Conduct Authority (FCA). Reference number: 400531. Strathayr Financial Services is a Limited Liability Partnership.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9123
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