Financial Planning Process
At Invesco, we implement a three
phased approach to your Financial Plan.
Financial Review - When you meet with us for
the first time, we conduct a detailed review of your
current 
financial circumstances. We gain an understanding
of your priorities and we help clarify your goals.
Financial Plan & Implementation - This
process involves using the information obtained in Phase 1 to
construct a Financial Plan which will set out how you can
reach your goals. Utilising our resources, knowledge and the
experience of our Financial Planning division we will devise a
detailed plan reflecting your unique set of circumstances and
specific goals.
Annual Review - 
We will meet you on an annual basis to
formally review your Financial Plan to ensure that it is meeting
your expectations. As circumstances frequently change, these
regular meetings allow us to keep up to date with changes in your
own circumstances and advise you of any amendments in legislation
etc. which may impact on you and your Plan.
Invesco Financial Planning
Team