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Online Financial Advice MadeSimple

Online Financial Advice MadeSimple 2022-08-16T12:46:57+01:00
Online Financial Advice

MadeSimple – Online Financial Advice

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MadeSimple Explained

MadeSimple’s 4 Step Process

1. Get to know you

Together we will complete a Fact Find to understand your circumstances.

Financial Fact Find

The purpose of an Enquiry Form is to gather information about your financial situation and your goals for the future. This is the initial step towards creating a financial report for you and getting on the right track. What does an Enquiry Form look for and what information you will need to provide? When we first have a chat over the phone or Zoom, etc., we will give you clear instructions what you need to do.

You have an option to complete the Enquiry Form online in your own time through a secure portal. We will send you login details.

Alternatively, we can arrange a call to compete the Enquiry Form together.

We have included here a Sample Enquiry Form to give you an idea what information we will be looking for.

Sample Enquiry Form

2. Bring your plan to life

We will provide you with a concise and easy to understand Needs Analysis report.

Financial Report

Once we have completed the Fact Find with you, we run a report and analysis. On the basis of this report, we will give recommendations how to reach your financial goals. It will give you great peace of mind to know what you have done right so far and where we can help you improve.

It will take us a week to produce your personalised report. Therefore, we will need to set up a call over Zoom to discuss the report and recommendations.

We have included here a sample report to give you an idea of the information we will be discussing.

Sample Needs Analysis

3. Put your plan into action

You will tell us what’s important to you and together we will make it happen.

Financial Products

If you decide that you need additional cover to protect your lifestyle now and into the future, we will search the market to provide you with tailor made plans to suit your needs and offer the best value for money.

We can complete all stages of the application process with you online, so you won’t have to receive any complicated and bulky applications in the post.

Normally, we will not require you to physically sign documents. We can handle everything through our online digital signature technology.

4. Continual support

We will hold regular reviews to make sure your needs are continually being met.

Financial Review

When you have set you financial planning goals and put an action plan in place, it is important to regularly review this plan to make sure it continues to meet you and your family’s needs. In the first year, we will complete a short 15-20 minute review online/over the phone, every 4 months to make sure you are happy with your plan and it is meeting your needs.

After year one. we will complete a more in depth annual review with you each year on the anniversary of your initial plan. This online/over the phone review will take approximately 45- 60 mins and will ensure that the plan you have set in place, continues to meet your financial objectives in life.  Our continual support is offered free of charge and available more frequently if you feel you need it and is always done online/over the phone at a times that fits into your schedule.

Book a Free Consultation – Start Now!