The Process

Working with Newbridge Financial Planning


An information pack is posted to you before our first meeting. This pack will include information about Newbridge Financial Planning. Also enclosed will be a questionnaire. This will help us get to know you. We need to get to know you in order to establish your goals and objectives and come up with a recommendation for you.

We will also assess your attitude to risk and tolerance for loss. This will be done through a questionnaire and discussion. We will learn about your experience with investments and your knowledge of investments.

We hope that this meeting will be informative and comfortable for you.


After our initial discussion and you have agreed to proceed we will discuss what happens next. This is the part you don’t see. We will have to gather together all the information we need and perform some research. Obviously as qualified advisors we have extensive knowledge of the whole range of financial solutions. However it is important to us to research for you, the individual. All our clients are different so individual recommendations are necessary.

It takes us time to create these individual recommendations which can in some cases be very complex. We have to look at all your potential options, discount the ones which are not suitable then create a report with our recommendation. These reports can be lengthy and we will do our best to explain the contents.

The recommendation will be based around building a plan to achieve your goals and objectives.


On our second meeting we will firstly make sure that your circumstances have not changed since our last meeting. Then we will briefly cover what happened on the first appointment before making our recommendation to you.

We will provide you with all the information that you will need to make an informed decision. As Independent Financial Advisors we are well placed to give you the right recommendations for your needs and then help you implement the plan. Because we are independent we research all your options to make sure we give you the best possible advice. The alternative to this is that some firms are restricted. This is not necessarily a bad thing, it means that they only offer advice in certain areas, or from a panel of providers. So please ask your financial advisor if they are independent or restricted.


The review process is very important. We offer different levels of review service which we will cover at our first appointment with you. The 2 options are a standard based service which will be based on reviewing a specific need. The other is a professional level service which is based around all areas of financial planning and is more focused on helping your achieve your financial goals.

In order for you to reach your goals with our plan it is vitally important that the plan is reviewed on an ongoing basis. This can make the difference between success and failure. We recommend an annual review as minimum.