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Your Advice Journey

It takes time to provide good financial advice.

We’ll need to get to know you and your long term plans; maybe slow down in your 50s or downsize to the country? You’ll probably want to ask ‘what if I did this…’ type questions’ too.

Our 5-step advice journey makes sure we explore your options and keep the process simple and pain-free.

How we help in 5 easy steps

DISCOVERY

What do you need sorting?
What’s holding you back?

GOALS

What do you value?
Where are you aiming?
What is your Plan A?

OPTIONS

How could Plan A work better?
What is your Plan B?

ADVICE

What is going to be done?

How will we know it works?

REVIEW

Is Plan A still on track?

Years until retirement…

10 9 8 7 6 5 4 2 1

Let’s get to know you better

To get a better understanding of your needs we need a little more information. All your information is held confidentiality and will not be passed to a third party.

Any personal information you give to us will be processed in accordance with the UK GDPR / Data Protection Act 2018 and GDPR. Poppyblu will use the information to manage any request and provide you with any relevant assistance.