Your Journey With Us

Your journey with us is built on a strong relationship and a comprehensive knowledge of your current circumstances and future goals.

We follow 4 simple steps.

Brierie Financial LifePlan Presentation Meeting

Initial Meeting

After an initial telephone call, we’ll arrange a face-to-face meeting or video call if you prefer. This is a chance for both of us to get to know each other. We’ll discuss where you are now in your life, your hopes and desires for the future and what is important to you. We’ll also explain our fees and the next steps. The initial meeting cost is covered by us.

Assess Your Current Position

Our research will begin where we will conduct a thorough analysis of your current financials; your income, expenditure and assets, including your savings, investment and pensions, liaising with your product providers. With these details, along with your hopes and desires, we will create your Brierie Financial LifePlan.

Once your plan has been created, we will arrange a face-to-face meeting or video call, if you prefer. Your Brierie Financial LifePlan will clearly indicate your financial future, anchored to your values and what really matters to you and your family. We will explain our recommendations to achieve your hopes and desires, clarify our fees to implement any recommendations, discuss risks and answer any questions you have.

Brierie Financial LifePlan

Presentation Meeting

When you are ready to proceed with our recommendations, we will meet with you again to ensure you understand our recommendation, provide you with a detailed report and take care of the paperwork and administration.

Life is constantly evolving so it’s important that we catch up once a year to update your Brierie Financial LifePlan with any changes to your circumstances and alterations to tax and legislation. Your investment suitability will be reviewed including any investment administration. Of course, our team are always on hand to ask any questions along the way.

Ongoing Service

We’d love to hear from you! To find out more or book in a free, no obligation meeting, complete the form and a member of our team will be in touch.

Let’s talk!

So often clients tell us

"We wish we'd contacted you sooner!"

Don't delay, contact us today!

Brierie Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 663048. Registered in Scotland, Company Number SC459714.

If you’re unhappy with our advice or any aspect of our services, we encourage you to contact us as soon as possible. We’ll do our best to resolve your concerns.

Telephone: 01505 690473 Email: : admin@brieriefp.co.uk

In writing: The Compliance Manager, Brierie Financial Planning Ltd, 24 Brierie Gardens, Crosslee, Renfrewshire, PA6 7BZ.

We have a complaints procedure and we can provide further details on request. If your complaint has not been resolved to your satisfaction, the Financial Ombudsman Service (FOS) may be able to help (if more than eight weeks has passed since the date of complaint and you have not received a response or are dissatisfied with the response). The FOS settles disputes between financial services business and their customers. Full details are available at www.financial-ombudsman.org.uk. The contact details for FOS are: The Financial Ombudsman, Exchange Tower, Harbour Exchange, London E14 9SR, email complaint.info@financial-ombudsman.org.uk telephone number is 0800 023 4567.

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