What to Expect When You Receive Independent Financial Advice from Josh Mann

When you seek independent financial advice from me, Josh Mann, you’ll go through a structured process designed to ensure you receive consistent, fair treatment and a financial plan tailored to your unique situation. I follow a transparent approach to provide you with clear guidance at every step.

1. Introduction and Initial Consultation

Our journey begins with a free, no-obligation meeting where we’ll explore whether my services align with your needs. This consultation will allow us to discuss how I can add value and the associated costs of my services, both at the outset and as we move forward. You’ll have the option to meet in person, over the phone, or via video call, whatever works best for you.

During this stage, we’ll dive deep into your financial goals, lifestyle aspirations, and current financial situation. We’ll also explore your experience with financial matters and your attitude toward risk.

2. Research and Analysis

Next, I’ll conduct a thorough market review to find the most appropriate solutions for your needs. As an independent adviser, I can search the entire market, ensuring unbiased recommendations. After my research, I’ll provide a report outlining the best options to help you reach your financial objectives.

3. Presentation of Findings

We’ll then sit down to go over the recommendations, ensuring you fully understand each part of the report. Whether it involves small adjustments to your existing setup or bigger changes to better align with your goals, I’ll maintain a straightforward and transparent approach.

4. Implementation

Once you're satisfied with the plan, I’ll guide you through the necessary paperwork and take care of the implementation process. This stage will be managed smoothly, with careful follow-up to minimize delays.

5. Ongoing Support and Reviews

After your plan is in place, we’ll discuss the level of ongoing advice and review you’d like. I take pride in building long-term relationships, offering continuous support to ensure your plan adapts to any changes in your life, the economy, or regulations.

With me, Josh Mann, you’ll have a dedicated financial partner to help navigate your financial journey with confidence.