Easby Gale & Phillipson

Trinity House
Thurston Road
Northallerton
North Yorkshire
DL6 2NA

T: 01609 760960

F: 01609 761189

E: ifa@egandp.co.uk

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The financial planning process

Stage 1 - Getting to know you / Initial factfind

  • A full review of your existing arrangements and strategies including income and expenditure analysis
  • Establishing your immediate and short-term needs
  • Identifying your lifetime goals
  • A review of your attitude to financial risk to further understand your needs

Stage 2 - Analysing your options

  • Independent research and analysis of your current investments and the most suitable plans for your circumstances
  • Provision of expertise from a back-office team to help the process go more smoothly
  • Using our knowledge of you to ensure to analyse benefits, costs, performance and features of products or investment portfolios that are right for you

Stage 3 - Choosing and setting up your plan

  • Provision of straightforward and independent advice
  • Provision of your personalised suitability report
  • Completion and submission of application paperwork and supporting documentation
  • Provision of your own named adviser to manage the plan and deal with any issues as they arise

Stage 4 - On-going management servicing and reviews

  • Face-to-face review meetings every year
  • Periodic risk profile review
  • Telephone and e-mail access to your adviser when you need them
  • A named adviser to monitor your investments and changes in the marketplace which may affect you
  • 'No obligation' access to specialist connections
  • All records maintained and updated
  • Access to all personalised documentation and financial updates through your own secure personalised web service
  • Simplified paperwork to make sure your form filling is kept to the absolute minimum necessary
  • Quarterly Newsletters

EASBY GALE & PHILLIPSON is the trading name of Easby Financial Management Ltd and Gale & Phillipson (Life & Pensions) Ltd which are authorised and regulated by the Financial Services Authority. The Financial Services Authority (FSA) regulates the financial services industry in the UK and their address is 25 The North Colonnade, Canary Wharf, London, E14 5HS. You can check this on the FSA’s Register by visiting the FSA’s website http://www.fsa.gov.uk/register/home.do FSA Number 195080 for Easby Financial Management Ltd and FSA Number 142752 for Gale & Phillipson (Life & Pensions) Ltd, or by contacting the FSA on 0845 606 1234.

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