The personal financial advice you receive from Piccadilly Financial Group (Piccadilly) will always be expressly tailored to your situation. When you first become a client the financial advisers will take you through a simple stepped process to identify your financial needs and goals.

• Step 1 – Make an appointment with a Piccadilly adviser and receive a welcome pack.
• Step 2 – An initial consultation that allows you and the Piccadilly financial adviser to discuss your current financial situation. At this stage you should set out your income, assets, liabilities and other commitments. In addition, in the meeting you will identify gaps of where you are and where you want to be, including strengths and weaknesses.
• Step 3 – The Piccadilly administration team will collect all the necessary information required to start building the financial strategy.
• Step 4 – The Piccadilly adviser will identify your goals and current financial position based on your determined risk profile.
• Step 5 – The Piccadilly adviser will develop the strategies needed to start building your financial future, then develop and present you with written recommendations in a Statement of Advice.
• Step 6 – The Piccadilly adviser will discuss the recommendations with you and make sure you are comfortable and agree with the proposal.
• Step 7 – If satisfactory, the Piccadilly team will implement the agreed recommendations on your behalf.
• Step 8 – The Piccadilly adviser will periodically help you review your objectives, financial situation and needs.