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Our financial planning process

The financial planning we deliver explores all aspects of your life, not just your money and finances.

A journey that starts with you.

Our 6-step financial planning process is designed to get to know you, your family and your aspirations before anything else.

1. Discovery

Our first meeting with you is a safe space for you to tell us more about your situation, go through the reasons you have decided to seek help and for us to explain a bit more about what we do. By the end of this meeting, you will have a clear idea of what working with our financial planners looks like.

This meeting is no obligation.

2. Research & Analysis

Once we know more about you and your finances, we go away and do some research and analysis on your existing arrangements. Our team will prepare an in-depth file on your situation which gives us all the information we need to help you make an informed decision.

3. Financial Plan

With all the information we require about your existing arrangements in place, we invite you back for another meeting with your financial planner to explore the options that are currently available to you, and how you may be able to implement some changes to improve your situation. 

4. Recommendations

Following the build of your financial plan, our team go away and make some formal recommendations based on your goals and objectives. Once we have completed our recommendation report, we invite you in for another meeting to go through the things we are suggesting to you.

5. Implementation

Upon agreement from you on the recommendations we have made, we implement those recommendations and carry out all the necessary work to put the financial plan in place. This may mean opening new accounts, transferring old ones and completing some paperwork.

6. Ongoing Planning

A true financial plan is a dynamic, ongoing piece of work that requires updating at regular intervals. That's why we keep in touch with you at least once every 12 months to ensure ongoing suitability and make sure your plan is still working for you. 

Get in touch

Leave us a message below with what we can help you with and one of our team will get back to you shortly.

Terms & Conditions

Privacy Notice

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SJP Approved 21/05/2025.

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NB Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

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NB Wealth is a trading name of NB Wealth Management Ltd. NB Wealth Management Ltd is registered in England and Wales, Number 08172111. Registered Office: Bec House, Monxton, Andover, Hampshire, SP11 8AH.

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