YOUR JOURNEY

At Latitude we believe that clients should receive and take far greater value than we receive as a fee for being your trusted professional partner. We have therefore designed our client journey in a way that offers each party the opportunity to see if we are the right fit. That’s why we typically start our journey at Discuss with a no-obligation chat over coffee at our cost.

We adopt the mantra that ‘your plan is our plan’ and therefore can only deliver a successful outcome if we truly understand and know you. This is why our service is woven around understanding you.

Generally, our clients are seeking a long-term professional relationship built on trust and mutual respect. They understand and appreciate that the service is an ongoing collaborative process of support to take action towards their goals and objectives with the aim of achieving success sooner than they thought possible. Most importantly, to ensure they achieve more life from their life and not just their money.

So why not get in touch to start your Degrees of Latitude™ journey. But for those that want to know a little bit more, here is a high level summary of the journey you can expect:

Your Degrees of Latitude™ Journey

1. Discuss

Discuss

An opportunity to sit down over a cup of coffee to have a high level discussion about you, the financial challenges or issues that you need help with and whether we are the right fit.

By the end of our chat we’ll have a better understanding of you and the significant value that we can deliver for you. Assuming you are as excited as we are about starting to work together, we will get started with the exploration.

2. Explore

Explore

This is your opportunity to expand on our initial discussion to talk about the things that matter most to you personally and financially; and explore the bigger picture to define the life that you want.

By the end of this meeting we will truly ‘know you’, your challenges and what a great outcome looks like for you and your family. We will discuss and agree our fees and get to work with a strategy to solve your challenges and deliver your great outcomes.

3. Gather

Gather

It is vital that we have a full understanding of your existing financial resources available to support you to achieve your great outcomes. We understand gathering this data can be a challenge, so we are here to help and lessen that burden as much as possible.

Great data and understanding you are the foundations of our relationship and set the course of our navigation on your Degrees of Latitude™ towards your desired destination. At the end of this stage we will have clarity on the resources to maintain your lifestyle and achieve your objectives.

4. Review

Review

Having gathered details about your existing financial resources, we contact the providers to get under the bonnet of each arrangement to ensure that they are supporting you to achieve your objectives. We will also check that they are optimised and set up in the most tax-efficient manner.

We will provide a Strengths, Weaknesses, Opportunities and Threats (SWOT) analysis as part of your personalised ‘Degrees of Latitude™’ strategy.

5. Engineer

Engineer

During a dynamic and interactive meeting, we bring together your dreams, aspirations and financial objectives, and overlay your resources and our SWOT analysis to understand where you are today, whether you have just ‘enough’, too much or too little resources to achieve success.

We bring your finances to life using software and sketches to show you the possibilities and ensure that we have uncovered all of your drivers. Allowing us to engineer a collaborative strategy to achieve success.

You will receive your engineered ‘Degrees of Latitude™’ strategy which provides you with the navigation required to take you from where you are to your desired destination.

6. Execute

Execute

Once we have set course to navigate your ‘Degrees of Latitude™’ strategy, we will discuss whether any changes need to be made to existing financial arrangements or if new arrangements need implementing.

As highly skilled and qualified Independent Financial Advisers we will make specific recommendations making sure that everything is arranged and put in place correctly to optimise your navigation.

Latitude are regulated to provide financial advice by the Financial Conduct Authority (FCA). The FCA set out the legislation which we are bound to and define some of the processes by which we must abide by when delivering advice.

7. Steer

Steer

As with every navigation plan, there needs to be regular checks to make sure you stay on course to your desired destination. Therefore, an integral part of your ‘Degrees of Latitude™’ strategy are periodic check-ins along your journey to keep you on track, make the required adjustments as your life evolves and pivot if your ultimate destination changes.

This continuous process of steering and improving your journey to achieve a fulfilled and successful outcome is the true value of our service. Each meeting resets the actions and steps to make progress towards your desired destination.

We hope that we have provided you with food for thought and a great understanding of what to expect from your ‘Degrees of Latitude™’ service and the importance of each stage. So, what are you waiting for, click on the link to book a time to Discuss and get the ball rolling.

YOUR JOURNEY

Your Degrees of Latitude™ Journey

Get in touch today for a no obligation chat to discuss how we can help you

CALL: 01932 645 150

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