At 1 Stop Financial Services we pride ourselves on being different to other financial advisers within the market place. If you are looking for someone in Wales to assist with personal financial planning then 1 SFS is the place to come. Our professional approach will help you to achieve the goals you are aiming towards.

All of our advisers use a '6 Step programme' to advise the client on providing a path to direct them to their aspirations and goals.

We will discuss with you exactly what your ambitions and goals look like and cultivate these process’s by using products available on the independent market place and other ‘outside the box’ concepts of financial planning. Integrating these will provide you with a refined wealth strategy that will inspire you to reach your aspirations. We firmly believe that each individual client should have a bespoke and individual plan to work to and we can work with you from your concept to conclusion.

Our 6 Step Process

• Understand the clients Personal Financial Planning needs and aspirations … provoke thoughts to establish your exact needs, goals and aspirations …. What exactly does the client want and more importantly why?
  
• Produce a client specific net worth statement and income and expenditure statement
  
• Recognise the path to pave the clients stated objectives
  
• Identify a bespoke financial planning programme and produce a client specific plan
  
• Produce research and a solutions report
  
• Devise action plan of the agreed process’s and future plans to move forward and maintain the vision
  

Labels: personal financial planning wales