Skip to main content
MENU
  • Home
  • About Us
  • How We Work
    • Our Advice ProcessOur Investment Process
  • Our Team
  • Privacy Notice
  • Testimonials
  • Contact Us
  • Financial Planning
  • Pensions
    • Pensions
    • Retirement Planning
    • Personal
    • Occupational / Auto Enrolment
    • Stakeholder
    • Executive Pension Plan
    • SSAS
    • Annuities
    • Income Drawdown
    • NEST
    • State Pension
  • Savings & Investments
    • Savings & Investments
    • Introduction
    • National Savings Products
    • Fixed Interest
    • With-profits
    • ISAs
    • Junior ISAs
    • Capital Investment Bonds
    • Collectives
    • Offshore Collectives
    • Equities
    • Unit Trusts
    • Investment Trusts
    • OEICs
  • Mortgages
    • Mortgages
    • Introduction to Mortgages
    • Mortgage Repayment
    • 1st Time Buyer
    • Remortgaging
    • Standard Variable Rate Mortgages
    • Cashback Mortgages
    • Fixed Rate Mortgages
    • Offset Mortgages
    • Tracker Mortgages
    • Buy To Let
  • Life Assurance
    • Life Assurance
    • Introduction
    • Investment Linked
    • Family Income Benefit
  • Health Insurance
    • Health Insurance
    • Introduction
    • Critical Illness
    • Private Medical
    • Income Protection
  • Business Insurance
    • Business Insurance
    • Introduction
    • Directors' & Staff Benefits
    • Pensions & Capital
    • Keyperson
    • Share Protection
    • Income Protection
    • Employers' Liability
    • Professional Indemnity
  • Equity Release
    • Equity Release
    • Introduction
    • Types of Equity Release
    • Drawdown Lifetime Mortgage
    • Home Income Plan
    • Home Reversion Plan
    • Lifetime Mortgage
    • Costs
  • Taxation
    • Taxation
    • Introduction
    • Income Tax
    • Capital Gains Tax
    • Inheritance Tax
  • Wealth Management
    • Wealth Management
    • Introduction
    • Relationship Management
    • Trust Information
    • Lasting Power of Attorney
    • Wills
  • Financial Calculators
    • Financial Calculators
    • Mortgage Borrowing
    • Mortgage Repayment
    • Mortgage Overpayment
    • Loan
    • Investment
  • Research Links
  • My Portfolio
  • Market Data
  • Financial Planning
  • Pensions
    • Retirement Planning
    • Personal
    • Occupational / Auto Enrolment
    • Stakeholder
    • Executive Pension Plan
    • SSAS
    • Annuities
    • Income Drawdown
    • NEST
    • State Pension
  • Savings & Investments
    • Introduction
    • National Savings Products
    • Fixed Interest
    • With-profits
    • ISAs
    • Junior ISAs
    • Capital Investment Bonds
    • Collectives
    • Offshore Collectives
    • Equities
    • Unit Trusts
    • Investment Trusts
    • OEICs
  • Mortgages
    • Introduction to Mortgages
    • Mortgage Repayment
    • 1st Time Buyer
    • Remortgaging
    • Standard Variable Rate Mortgages
    • Cashback Mortgages
    • Fixed Rate Mortgages
    • Offset Mortgages
    • Tracker Mortgages
    • Buy To Let
  • Life Assurance
    • Introduction
    • Investment Linked
    • Family Income Benefit
  • Health Insurance
    • Introduction
    • Critical Illness
    • Private Medical
    • Income Protection
  • Business Insurance
    • Introduction
    • Directors' & Staff Benefits
    • Pensions & Capital
    • Keyperson
    • Share Protection
    • Income Protection
    • Employers' Liability
    • Professional Indemnity
  • Equity Release
    • Introduction
    • Types of Equity Release
    • Drawdown Lifetime Mortgage
    • Home Income Plan
    • Home Reversion Plan
    • Lifetime Mortgage
    • Costs
  • Taxation
    • Introduction
    • Income Tax
    • Capital Gains Tax
    • Inheritance Tax
  • Wealth Management
    • Introduction
    • Relationship Management
    • Trust Information
    • Lasting Power of Attorney
    • Wills
  • Financial Calculators
    • Mortgage Borrowing
    • Mortgage Repayment
    • Mortgage Overpayment
    • Loan
    • Investment
  • Research Links
  • My Portfolio
  • Market Data
  • Home
  • Relationship Management

Relationship Management

Building Relationships with our Clients

Your financial situation is unique and so are our services. We follow a four-step process to build a relationship and provide quality advice:

Our Process for Providing Quality Advice

1.Understanding You

By gathering information from you we will find out about any plans you already have in place. Then by exploring your attitude to risk and return, and your hopes and aspirations, we will build a picture of what you want to achieve.

At this stage you will find out what to expect from us and how you will benefit from using us.

2.Planning

We’ll explore and research various scenarios to make the best use of your existing plans.

We’ll then recommend how you can build on your existing plans so you give yourself the best chance of achieving your goals.

3.Implementation

Like most of our clients, you will probably prefer us to do the necessary work to put your plan into action. This will save you a lot of time and effort and ensure your plans are set up correctly. We will charge you a fee for doing this, which we will explain to you.

Alternatively, you may decide to implement our recommendations yourself, in which case we just charge you for our time and advice.

4.Review

Nothing stands still, so it makes sense to review your plans regularly.

We suggest you do this annually. This way you will find out if your plans are affected by changes to legislation or taxation.

You will also hear from us if we have something that we feel will interest you.

Company address: Premier Financial Planning (Cheadle) Ltd, 63 Cheadle Road, Cheadle Hulme, Stockport, Cheshire, SK8 5EU
T: 0161 482 8888 F: 0161 482 8899 Email: info@premiercheadle.com

Privacy Policy   Best Execution Policy   Client Classification   Conflicts Of Interest Policy   Your Guide To Making A Complaint  Personal Client Agreement

Premier Financial Planning (Cheadle) Ltd is an appointed representative of 2plan Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. Premier Financial Planning (Cheadle) Ltd is entered on the FCA register (www.FCA.org.uk) under no. 488845.
 
Registered office: 63 Cheadle Road, Cheadle, Cheshire, SK8 5EU. Registered in England and Wales Number: 06542655.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

© Copyright 2025 Adviser Pro. All Rights Reserved.

Design and Development by Adviser Pro