The Planning Process

Financial Planning Services

We believe that financial planning is about helping you identify, achieve and maintain your desired lifestyle while ensuring piece of mind. Our comprehensive process is designed to deliver a personalised plan to set you on your journey.

How it Works

Lewis Brownlee Financial Services follow a carefully designed financial planning process so that you know exactly what is happening at each of its six steps.

  • “Keeps us up to date regularly, and because we are not Financially minded, will always be happy to discuss money matters at our level.” William, West Sussex
  • “Lewis Brownlee understood my goals and gave an excellent personal service.” Julia, West Sussex

Step 1EngagementAn introductory meeting to fully explain how our service works, identify your primary objectives and answer any questions

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Step 2DiscoveryHere we start to begin to understand your objectives so we can develop defined goals.

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Step 3Research & AnalysisThis is where we develop your Personal Financial Plan. We do this by covering a series of critical steps.

Outcome

Potential solutions

Potential benefits

Tax efficiency

Required research & planning

Assess attitude to risk

Key considerations

Objectives

Step 4RecommendationsWe’ll discuss the Personal Financial Plan we’ve developed specifically for you, setting out the realistic recommendations designed to achieve your goals.

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Step 5ImplementationOnce you fully understand your plan and our recommendations, we put it into action.

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Step 6Ongoing ServiceYou can agree to an ongoing service from us. This allows us to again, follow the critical steps and ensure your plan stays on track

Outcome

Potential solutions

Potential benefits

Tax efficiency

Required research & planning

Assess attitude to risk

Key thoughts

Review objectives

The value of an investment and the income from it could go down as well as up.