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Financial Planning Advice Process

Our Advice Process

At Bigmore Financial Planning our financial planners follow a detailed and structured advice process for all our clients.

Stage 1

Free Initial Meeting & Introduction

Stage 2

Initial Planning Report

Stage 3

Full Financial Planning Report

Stage 4


Stage 5

Ongoing Service & Review

See below for our ongoing service levels and what is included within each:

Premier Wealth Clients
Wealth Clients
Lifetime Clients
Primary (Light Touch Service)

Bigmore Financial Planning

Telephone: 01932 253939

Client Portal

View your investments online.
Useful Tools

Where our site contains links to other sites and resources provided by our clients or other third parties, these links are provided for your information only. We have no control over the contents of those sites or resources, and accept no responsibility for them or for any loss or damage that may arise from your use of them.

Our Services

"I fully recommend Bigmore Associates. Our Senior Financial Planner Julian is most professional and highly knowledgeable as is Adam their MD and all other members. A good old fashioned approach to great personal customer care blended with a highly competitive approach to cutting edge technology in the financial arena puts this company heads above others with extremely competitive fees, they cover all bases and offer excellent advice."

Steve Martin

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