At 1 Stop Financial Services we pride ourselves on being different to other financial advisers within the market place.

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 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