Let’s work together

 

We’re thrilled you’ve chosen us to help you and you’re happy to work with Steadman Hawkes. Our onboarding process is designed to ensure that we can offer an efficient and effective experience. As we work through the various steps, we’ll keep in touch to make sure you’re updated and we can gather the essential information that we need about your current circumstances, immediate plans and future aspirations. This groundwork enables us to tailor our service and expertise to your unique needs. We’re always excited to find out how we can help clients and where we can add value, starting on a collaborative path to make your money mean more.

our process

Let’s get the ball rolling…

But, where do we start?

We’ve stayed true to our values and considered how we can add a bit of genius to the process, utilising the technology we have available to make the advice journey easy and accessible, without skyrocketing costs.

But, computers and the internet don’t work for everyone – some people just prefer to keep it traditional, with paper not PDF’s. And that’s good with us, just call the office or drop us a line and we’ll get it sorted in a way that’s best for you.

You can find out about what to expect below, which runs through the steps to get onboard and explains where we go from here.

STEP 1: Fact Finding

Let's get a date in the diary

This is where we both have the opportunity to find out a little bit more about each other. We’ll fill in the gaps and get to understand your objectives further, making sure that we really understand what it is that you’re trying to achieve and how that works best for you. You’ll be able to ask us any questions that you might have, so that you’re fully informed and completely clear about the services we offer.

STEP 2: Research & Formulate

We'll work our magic

There are so many options available in the financial markets today, it’s hard for people to keep track of all the different products and to stay on top of the various benefits and disadvantages of each. Well, that’s where we can help – we’ll come up with the ideas that work for you, in line with your requirements and objectives.

STEP 3: Presentation

Solutions Showcase

Staying true to our values, we like to get all the options out on the table and then work through the key features to find the solution that makes you feel most comfortable. That way, you’ll know what’s available and why we’re recommending a particular product or plan of action.

STEP 4: Applications

We'll take it from here

We’re here to save you time and hassle, from coming up with ideas through to getting the applications submitted. You can carry on with what you enjoy, while we’re progressing things in the background. There are some jobs that we can’t do for you – like signing documents for you – but we’re on hand to help and support you with most other aspects.

STEP 5: Completion

Job Done!

Submitting any applications is just a part of the overall process. We know there are lots of other people who may be involved in a transaction, from agents and solicitors to accountants and estate planners – so, we’ll keep them up to date and work with them to make sure we get the best outcome for you. Because, that’s what we’re here to do.

STEP 6: Ongoing reviews

This isn't goodbye!

Just because we’ve done the job, it doesn’t mean that we need to part company. We want to create a long-term partnership, where you can feel comfortable and confident enough to use and recommend our services, because you know we’ll act in your best interests. Rest assured, things may change in life, but we’ll still be here – ready and waiting to help you.

What to prepare

It’s important that we use accurate information and figures when we’re helping you with something as significant as your finances. Initially, we’ll ask you to provide some details and documents, so that we can set up a client file and get the ball rolling with some ideas.

We’ll need some things from you…

Help us to help you by providing the following documents and details…

Standard requirements:

Proof of Identity & Address
  • Passport
  • Driving Licence
  • Current Council Tax Bill
Proof of Income

For employed

  • Latest 3 months’ Payslips
  • Latest P60

For self-employed

  • Latest 2 years’ Tax Calculation Forms/SA302s
  • Latest 2 years’ Tax Year Overviews
  • Accountants Details – if applicable
Bank statements

Last 3 months statements for all accounts (including those in joint or sole names, and any savings accounts)

Credit report(s)

Please follow the links below to obtain a free copy of your statutory credit report. You will depart from the regulatory site of Steadman Hawkes Ltd. Neither Steadman Hawkes Ltd nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.

Expenditure Form

Please complete our Expenditure List, which will be provided by email in due course, and send it back over to us.

Additional requirements:

For Mortgages
  • Proof of Deposit
  • Existing Mortgage Statement – if applicable
  • If consolidating debt – statements for all financial commitments
For Equity Release
  • Copy of Wills – if applicable
  • Copy of Power of Attorney – if applicable
  • Existing benefit statements – if applicable
  • Details of tax adviser – if applicable
  • Existing mortgage statement – if applicable
  • If consolidating debt – statements for all financial commitments
For Pensions
  • Existing pension statements
  • Statements, P60s or Payslips for any pensions already in payment
  • Signed letters of authority
For Investments & Savings

Existing savings or investment statements

For Insurance & Protection
  • Existing policy documents for any current arrangements
  • Copy of employment contract or details of any existing employer provisions i.e. Death in Service benefits, Sick Pay arrangements, etc

make your money matter…

But why choose steadman hawkes?

Whether you’re a first time buyer getting your own taste of freedom, a proud parent protecting your family, or planning for prosperity in your prime – we’ll support your success, every step of the way. With mortgage, insurance, pensions and savings advice that you can rely on.

And because nothing great ever started with “I can’t” and nothing great was ever achieved without enthusiasm, that’s where we come in.

Challenging your ideas, teasing out your concerns and testing your decisions – but doing it with oodles of spirit. That way, you’ll know that your objectives, and the plans you put in place, have been sussed out, studied and summed up, with you in mind.

book appointment

mortgage solutions

make your mortgage mean more

insurance solutions

prepare for the future, live for today

pensions & investments

sensible saving for your future plans

equity release

the potential in your property

Your home may be repossessed if you do not keep up repayments on your mortgage. Some Buy-to-let mortgages are not regulated by the Financial Conduct Authority. Equity Release/ Lifetime Mortgages/ Home Reversion will reduce the value of your estate and can affect your eligibility for means tested benefits.

The value of pensions and investments, and the income they produce, can fall as well as rise. You may get back less than you invested.

Services that are not regulated by the Financial Conduct Authority include: Will Writing, Trusts, Taxation Advice, Estate Planning, Inheritance Tax Planning, Powers Of Attorney, Holiday Let Mortgages, Some Buy To Let Mortgages, Houses in Multiple Occupation, Bridging Finance, Offshore Mortgages, Commercial Mortgages, Legal Services, Conveyancing, Employee Benefits, and Auto-Enrolment.

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