How We Work With You

Alex James IFA Ltd offer independent financial advice to individuals and businesses specifically designed around their individual circumstances.

We will help you to review your existing financial situation and reach a representative assessment of your likely needs. For this, you will need to put aside some time to talk to us - the first half hour consultation is free. There's no charge, and no obligation, whilst we assess whether it is worth going ahead.

Depending on your instructions we will then perform a 'fact find' built on your current situation, and taking a view of any plans or goals you may have. We will proceed to advise you on anything from a short term financial strategy to a lifetime financial plan, followed up with regular reviews.

1. Initial meeting

Determine your goals for your financial future and how we can help you achieve them

2. Gather Data

Confirm your current situation by confirming your assets, liabilities, income and expenditure

3. Research & Analysis

Assess and identify any gap in achieving your desired objectives

4. Present & Discuss Your Financial Plan

Discuss and explain our recommendations

5. Implement Your Agreed Plan

Complete all necessary documentation

6. Review Of Your Financial Plan Regularly

To adapt plan if circumstances change and/or regular monitoring to ensure plans are continuing to meet financial goals

Our Services

Need Help ?

Please feel free to contact us. We will get back to you with 1-2 business days. Or just call us now

01628 362 866
[email protected]

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