At Cygnet Advisory we provide a comprehensive personalised service to our valued clients, backed by a reputation of quality advice and professional integrity. The advice we provide to our clients depends entirely on their individual needs and objectives.

Here’s how it works:

A quick simple overview of our process with you would be:

Our First Consultation:

  • Meet your advisor
  • Begin our journey in understanding you needs

Initial Strategy Analysis:

  • Financial Advice Proposal:
    • Overview of relevant strategy options for your consideration
  • Initial Advice Fee:
    • Quote proposal

Ready to proceed?

  • Initial advice preparation:
    • Gather more information regarding your current financial situation to guide your advisor tailoring your plan.

Advice Documentation:

  • Agreement on your financial strategy
  • Document our advice in your ‘Statement of Advice’ (personal financial plan)
  • Arrange a time to go through your ‘Statement of Advice’

Our Initial Advice Implementation:

  • Obtain your ‘Authority to Proceed’
  • Organise all relevant paperwork

Referral to Other Specialist Advisors (if required):

  • We will liaise with other professional advisers if required as part of your overall plan, for example, Solicitors and Accountants.

Ongoing Support:

  • We offer regular reviews to ensure your financial plan stays on track through a ‘Ongoing Advice Service Agreement’ which properly reflects:
    • Changes in your needs, goals and circumstances
    • Legislation changes
    • Current investment situation

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