Our Process

At Thrive, we believe that great financial advice starts with truly understanding you – your goals, your values, and what financial peace of mind looks like in your life.

Here’s our comprehensive 7-step process on how we work together:

1.

Step 1 - Discovery Meeting

We strongly believe it is vital for us to get to know each other, to understand you and your goals before anything else. We'll organise a meeting, free of charge, where we'll discuss your aspirations and objectives, and then agree a clear path moving forward.

2.

Step 2 - Your Story, Your Goals

Next, we’ll explore your current financial situation, your priorities, and the life you want to live. This will allow us to formulate our advice. We listen carefully and start shaping a picture of what success looks like for you.

3.

Step 3 - Research

Using the information we have gathered, we contact any existing providers to ascertain in-depth information on existing policies, investments, pensions, and so on.

4.

Step 4 – Planning Meeting

At our Planning Meeting we discuss the information gathered as well as the research we have conducted. We analyse your existing situation, comparing this with your goals and aspirations, enabling us to formulate a clear financial pathway.

5.

Step 5 – Recommendations

We present our recommendations to you in the form of a Financial Planning Report. We’ll finalise the more intricate details and discuss in detail your plan, to ensure you’re completely happy with our advice.

6.

Step 6 – Implementation

We carry out the necessary steps to put your financial plan into action, allowing you to start on your path to achieving your finanial goals.

7.

Step 7 – Review & Evaluation

This is arguably the most important part of our Financial Planning process. We catch up at agreed regular intervals to ensure you are on track to achieving the right outcomes. If your circumstances have changed, it is vital for us tomake changes necessary to adapt to your lifestyle.

Schedule a free consultation with Richard today.

Call 07734 599 855 or use the form below:

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