How we work with you
At First Choice Financial Services, our focus is on achieving the very best financial outcomes for you. To achieve this, we deploy a very rigorous and structured process.
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Discovery
- We seek to understand the outcomes you are seeking to achieve
- We determine where you are currently on your financial journey towards achieving these outcomes
- We agree how we can best work with you in achieving your financial goals
- We gather all of the necessary information to help us guide you towards your outcomes
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Planning
- We carry out detailed analysis of your information and identify the gaps
- We examine different scenarios and consider all options
- We identify potential solutions based on where you are today, and what you want to achieve
- We make specific recommendations to enable you to achieve your objectives
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Solutions
- We explain each of the proposed solutions in detail to you
- We find the best providers and products to meet your specific needs
- We negotiate the very best terms for you
- We help you to complete all of the paperwork and get the solutions in place
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Reviewing
- We agree a schedule of meetings with you to check progress towards your goals
- We review progress towards your goals and take action as needed
- We are accessible and available to you for advice throughout the year
- We add value by regularly providing you with financial insights