How We Work
Financial planning doesn't have to be complicated.
TL Dallas Independent Financial Services Limited offer independent financial advice to individuals and businesses specifically designed around their individual circumstances.
We will help you to review your existing financial situation and reach a representative assessment of your likely needs. For this, you will need to put aside some time to talk to us - the first half hour consultation is free. There's no charge, and no obligation, whilst we assess whether it is worth going ahead.
Depending on your instructions we will then perform a 'needs analysis' built on your current situation, and taking a view of any plans or goals you may have. We will proceed to advise you on anything from a short term financial strategy, to a lifetime financial plan, followed up with regular reviews.
1. Initial Consultation
Determine your goals for your financial future and how we can help you achieve them.
2. Your current position and goals
Confirm your current situation by completing a Fact Find as well as an Investment Risk Questionnaire.
3. Analysis
Assess and identify any gaps in achieving your desired objectives - create an action plan.
4. Recommendations
Provide a full recommendation report inline with your financial objectives.
5. Implemention
Complete all necessary documentation.
6. Review
Adapting your plan if circumstances change and/or regular monitoring to ensure plans are continuing to meet your financial goals.
