How we work

Step 1

Engagement
Identify Needs and Objectives

At our initial free meeting we will explain how our service works, identify your primary financial needs and objectives and answer any questions you may have.


Step 2

Discovery
Gather Information

In order to fully understand your objectives and develop these into well defined goals, we will gather financial information from you so we can build a full picture of your circumstances.


Step 3

Research & Analysis
Prepare an analysis of your situation

Once your objectives are agreed, we will work with you to build a financial plan. This will provide an analysis of your current financial position and identify any areas to develop and act upon.


Step 4

Plan Presentation
Develop an action plan

We will take you through your financial plan stage by stage. It will set out specific and realistic recommendations designed to your objectives over an agreed time frame.


Step 5

Implementation
Plan Implementation

We will now put the agreed financial plan into action and arrange for all relevant paperwork to be completed and finalise the set up of your arrangements.


Step 6

Ongoing Service & Relationship
Monitoring your progress

We will now put the agreed financial plan into action and arrange for all relevant paperwork to be completed and finalise the set up of your arrangements.


How we are paid

Fees charged are dependent on the service proposition you want and the type of relationship you wish to have with us, either over the short term or on an ongoing basis.

We will agree charges on an individual basis depending on the size and complexity of the case. We will advise you in advance of the expected costs.

Knowledge Centre

The Atkinson White Partnership Knowledge Centre has been designed to provide our clients with access to our personal finance magazines and financial guides which are packed full of informative and relevant financial news.

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Get In Touch

Atkinson White Partnership
Regency House, 51 Coniscliffe Road,
Darlington, County Durham DL3 7EH

T: 01325 289400
F: 01325 482035
E: enquiries@atkinsonwhite.co.uk

FANCY A CHAT

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Atkinson White Partnership is a trading style of Atkinson White Limited.
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