Our Advice Process

There’s often confusion about what a financial planner does.  Usually because it’s not just one thing, it’s an amalgam of several steps and comprises various areas like insurance or investing. Some areas are larger and better known than others, but every step and every area holds importance. At Baillie Simpson we want you to understand those steps and why they happen. This is our process:

Next: Understand the difference between Baillie Simpson and other financial planners.