WFI Financial

Our Approach

Creating a professional financial planning strategy

We make sure we take the time to understand your needs, goals and preferences before we make any recommendations – this is the process we follow:

1. YOUR INITIAL CONTACT

We contact you to arrange a convenient time and place to meet.
We'll require you to gather financial information in advance of our meeting. This will enable us to develop a clearer picture about your particular situation. To help us do this, we'll need to see documents, including life assurance, mortgage, pension, savings, investments or bank statements. This is also an opportunity for you to outline the issues that you'd like to discuss.

2. YOUR REVIEW

We assess your current financial position and help identify your goals.
At your review, we provide information about our services and explain how we charge and the type of advice we offer. If there is anything you want to discuss, your review meeting is the perfect time to consider these other areas. We assess your assets and liabilities, discuss your objectives and priorities, and consider your attitude to risk.

3. PREPARING OUR RECOMMENDATIONS

Using the information we obtain from you, we develop a detailed financial plan.
We look at whether the financial plan will fit in with your lifetime goals and make sure you are comfortable with the timescale for implementing the plan. We research the market, review different products and providers, and follow up with the preparation of a document outlining a strategy tailored to your individual goals and circumstances.

4. DISCUSSING OUR RECOMMENDATIONS

We take you through our recommendations in detail.
We explain why we've chosen specific solutions and outline product features. Our goal is to ensure that you understand why we have recommended certain products or a particular advice strategy. We'll also discuss the cost of any future work and explain how you can check on investment performance.

5. IMPLEMENTING YOUR PLAN

All the necessary product paperwork is completed and processed.
We make sure that all our recommendations to which you've agreed have been implemented. We'll also liaise with your accountant or solicitor if appropriate.

6. REVIEWING YOUR PLAN

At this point, you'll agree how often you want to review your plans.
We will confirm the rate, frequency and length of this ongoing service before beginning any ongoing services work for you. You can cancel at any time. These would typically cover life-changing events including getting married, having a baby, a promotion or buying a new property – all events that may affect your finances and will require you to assess your financial planning strategy.

This process has to be underpinned by a joint commitment from both WFI and our clients in order to ensure the successful completion of their financial goals.

Financial News

Sheffield Office

WFI House,
2 Queens Road,
Sheffield, South Yorkshire S2 4DG

T: 0114 2758882
F: 0114 2758001
E: info@wfillp.co.uk

Derby Office

WFI House,
5 Brunel Business Park,
Brunel Parkway,
Pride Park DE24 8HR

T: 01332 296 222
F: 01332 296 333
E: derby@wfillp.co.uk

Lincoln Office

Greetwell Place, Limekiln Way,
Greetwell Road,
Lincoln LN2 4US

T: 01522 548 070
F: 01522 548 071
E: lincoln@wfillp.co.uk

Grimsby Office

27 Louth Road,
Scartho, Grimsby,
North East Lincolnshire
DN33 2ER

T: 01472 278 800
F: 01472 276 422
E: grimsby@wfillp.co.uk

London Office

11 Bruton Street,
London
W1J 6PY

T: 0203 763 5837
E: london@wfillp.co.uk