Our Approach.

The Hansford Bell Financial Planning Process.

1. No Commitment Initial Chat.

We don’t charge for the first meeting. At this point, we just want to get to know you a little better and work out what you need from us. We’ll explain what we do and how it can help your financial wellbeing. Mostly though, you’ll do the talking, we’ll do the listening. Based on your life goals, we’ll go through the service proposition best suited to your requirements. Here, we’ll chat about our fees going forward. Don’t worry; they’re cost-effective and totally transparent. We just like to be upfront about these things.

2. In-Depth Consultation.

The next step in our process is an in-depth consultation that gets to the bottom of your financial situation, life plans and expectations. We use this to create a framework of outcomes that are important to you. We also make a point of doing a full audit of existing financial arrangements, stress-testing them against your goals to see if they’re workable and sustainable.

3. Creation of Financial Plan.

Our highly qualified research team get to work. Using state-of-the-art technology, we construct a personalised financial plan with your hopes and aspirations in mind.

4. Actioning Recommendations.

At Hansford Bell, we act. Our approach to financial advice is active and dynamic, so we help you put your plan into practice every step of the way. Forget paperwork – we can deal with it. Regular updates along the way make sure the process is as transparent as possible. Who’d have thought sorting out your finances could be so simple?

5. Monitoring and Review.

Once the new arrangements are in place and you’re on the way to achieving your financial goals, we monitor the Financial Life Plan to ensure it remains robust and relevant to your lifestyle. If your circumstances change and you need to adjust something, we’ll be ready to help.

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Your First Consultation is on Us.

There is no charge for the first meeting. During this initial chat we’ll get to know you and then agree a service proposition best suited to your requirements, explaining upfront what the fees will be. We strive to make the services we deliver cost-effective and good value. When you’re happy, we’re happy.