The Financial Planning Process
You’ll be allocated a specific financial planning consultant with the skills to meet your needs.
Your consultant is happy to meet you at your home or at Torquil Clark’s head office. If you want, we can work with other professional advisors such as your accountant, legal advisor or stockbroker.
Initial Meeting
At your initial meeting your consultant will complete a comprehensive and confidential questionnaire. This will create a detailed picture of your current financial situation, your plans for your financial future and your attitude to risk.
Using this information, your consultant will research all the options and solutions available and present them to you in a clear, comprehensive and easy to read format.
Support
Throughout the process your consultant and Torquil Clark’s support team are always available to clarify, explain and deal with any queries. We appreciate that planning your financial future is a big decision and we want to ensure that you fully understand all the options available to you.
And of course it doesn’t stop there. Our aim is complete client satisfaction through clear reliable advice. So the Torquil Clark Financial Planning team are always available to help you review and update your financial plans as you move on through life.
“Most people would hesitate to recommend a financial advisor to friends, but I was impressed with Torquil Clark’s team and haven’t hesitated to recommend their services.”
Bill Martin describes himself as being financially aware. However, as he moved towards retirement, with several occupational pensions to consider and a large lump sum to invest, Bill realised he was going to need some financial advice.
“I’d seen IFAs from two major companies and was unhappy with the way I was treated. With just a consumer’s awareness of the market I felt I could have answered my questions better myself. As a result I’d no confidence in the advice I’d been given.
Having seen Torquil Clark regularly quoted in the national press, I felt they were worth calling. I went into detail with one of their consultants. In the light of my previous experience with other IFAs I wasn’t an easy client and pushed for justification for each recommendation. All my options were assessed and the advantages and disadvantages were explained simply.
I liked the company’s approach and was impressed with the thorough way they investigated the market. I was told about the cost structure at every step. Having all the facts to make an informed choice with the opportunity to ask unlimited questions was reassuring. I knew that the advice I was getting was right.
Torquil Clark gave me the solutions I was looking for.”
Find out more:
- Get in touch with us to discuss your financial planning requirements
- Find out more about our advisers.