A Stress-Free Process
At Rochford Financial Services, we pride ourselves on our ability to meet your requirements using a straightforward step by step approach. We follow a proven process to ensure we get all the information we need to create our recommendations and you have all the information you need to make an informed decision.
Step One: Initial Meeting and Review
Step Two: Your agreement to proceed
Step Three: Analysis and Research
Step Four: Present our recommendations
Step Five: Putting the Recommendations into Place
Step Six: Ongoing Service
Our approach
Designed with your needs in mind, we strive to achieve a friendly yet professional approach. The initial consultation we provide is completely free of charge, and is usually carried out within the comfort of your own home.
Our objective is to get a better understanding of how we can help you. We will let you know what costs are involved enabling you to make a reasoned decision as to whether or not you want us to work with you.
If you are happy with our proposition we will commence our research ensuring that our eventual recommendations are appropriate to your individual circumstances. We will then deal with all the administration involved to ensure smooth implementation of our recommendations.
Our advice does not finish there. Where required, regular reviews will help to ensure your plans and aspirations remain on track and relevant to you.
