A clear five-step path to your financial goals

Our Financial Planning Process

At Just Financial Planning, we believe great advice starts with understanding you. Our Chartered status reflects the highest professional standards in our industry, and as an independent firm, we have the freedom to search the whole market to find solutions that are genuinely right for you, all delivered with transparent, competitive fees.

Here’s how our step-by-step process works:

1. Getting to know you

We begin by listening. This first stage is about understanding your goals, priorities and vision for the future. We’ll take a detailed look at your personal and financial circumstances to build a complete picture, ensuring every recommendation that follows is tailored precisely to you.

2. Researching

Next, we review your existing arrangements and assess how well they align with your objectives. As independent advisers, we research the entire market to identify the most suitable products, providers and investment strategies, using our Chartered expertise to ensure every option is both appropriate and cost-effective.

3. Recommending

Once our research is complete, we present a clear, personalised plan that sets out our recommendations and the reasoning behind them. We’ll explain how each element supports your goals, outline all associated fees, and take the time to answer any questions so you can make fully informed decisions with confidence.

4. Implementing

With your approval, we put your plan into action. Our team manages the process from start to finish, liaising with providers, handling paperwork and ensuring every detail is taken care of. We aim to make implementation smooth, efficient and stress-free.

5. Reviewing

Life doesn’t stand still, and neither should your financial plan. Through regular reviews, we’ll track your progress, adapt to changes in your circumstances or legislation, and keep your strategy aligned with your goals. Our ongoing service ensures your plan continues to work for you, year after year.

Book your initial consultation

Contact us

Tel: 01603 266333

Email: [email protected]

Address: Point House, 5 High Street, Coltishall, Norwich NR12 7AA

Services

Retirement Planning Investment Planning Business Planning Tax Planning Estate Planning Protection & Insurance Mortgage & Equity Release Cashflow Modelling Care Fee Planning

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Compliance

Just Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority. Just Financial Planning Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 477571. Registered in England & Wales, Company Number 6453011.

Registered Office address: Point House, 5 High Street, Coltishall, Norfolk, NR12 7AA.

Trading address: Point House, 5 High Street, Coltishall, Norfolk, NR12 7AA. Telephone: 01603 266333

The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

Independent Chartered Financial Planners

The Financial Planning Process