How We Work

At Blowfish, we work hard to do the best for your financial future.
Below is a explanation of how we work...

1. Meet and Chat

We'll start with an informal chat, either at your place or ours
✓ We will fully explain our service and discuss your financial requirements.
✓ And of course answer any questions that you may have.
✓ There is no charge for this and absolutely no obligation to proceed any further.

2. Information Gathering

When you are ready to move forward, your Advisor will work to establish your financial objectives and agree some realistic and achievable goals.
✓ We'll ask you about your financial and personal circumstances and establish the level of risk you are prepared to take, ensuring that we really get to know you and understand what we have to do to meet your needs.

3. Research

At this stage, your advisor will be well aware of your requirements.
✓ We will examine the whole of the market to formulate a personalised solution based upon your risk profile, tax situation and future income and capital requirements.

4. Our Proposal

When we have developed your personal plan, your advisor will present it to you for your approval
✓ We'll explain the details in a straightforward way, and give you reasons that we think it is right for you.
✓ We will make sure that you understand all of the risks in addition to the benefits, and also outline the fees that will apply should you decide to accept our advice.

5. Implementation

Next we'll put your plan into action
✓ Your advisor will complete all of the necessary paperwork and our experienced admin team will do their best to ensure that the whole process runs as smoothly as possible.
✓ Should you have any queries, we are just a phone call / email away.

6. Service for the future

Blowfish would like to provide you with the exceptional service for years to come.
✓ Where an ongoing service is agreed, your Advisor will help you review your situation with the aim of keeping on track to meet your objectives.
✓ Reviews will take account of any changes in your personal circumstances, attitude to risk and relevant legislation.