The Process

At Stanbridge we apply an established and successful process to ensure that the advice we provide is based on a full understanding of our clients' financial position, their personal goals and financial objectives. We present our recommendations clearly and allow time for our clients to fully consider and agree them before proceeding with their implementation. As equally important, we monitor and review the investments on an ongoing basis to ensure they remain appropriate for our clients' needs, and provide regular updates and reporting on their performance.

The 6 Stage Process

We follow a simple, proven approach with all our clients, the Stanbridge Family Office six stage financial planning process

1. Your Financial Objectives & Personal Goals – Initial Meeting to discuss your aims and learn about our service

2. Your Current Financial Circumstances - Collect relevant data, establish your perceived risks, goals and aims

3. Creating your Plan - Assess your current position and prepare your bespoke financial plan

4. Presenting your Plan - Present and discuss financial plan

5. Implementation - Proceed with the chosen strategy to help you achieve your goals

6. Investment Monitoring & Annual Reviews - If you choose, we will meet on an ongoing basis to assess your plan