Our proven process
in action
At felioilios, we believe in a collaborative and transparent approach to financial planning. Our methodology centres on understanding your needs, providing analytical reviews, and offering personal consultations. We start with an in-depth conversation to assess your goals, followed by a thorough analysis of available options. Our team presents clear recommendations and supports you with ongoing adjustments as your circumstances evolve. This process ensures you receive practical, objective advice and feel empowered to make decisions that suit your unique situation. We are committed to ethics, client understanding, and transparent communication from start to finish.
Meet our experienced financial team
David Chen
Principal Advisor
David has over 20 years’ experience in financial planning, specialising in analytical reviews and transparent client communication. He is committed to ethical practice and personalised support.
Anna Williams
Client Consultant
Anna brings a wealth of experience in client consultations, known for her clarity and approachable style. She focuses on helping clients feel informed and confident throughout the process.
James Patel
Analytical Specialist
James excels in detailed analysis, supporting the team with data-driven insights. Clients appreciate his thoroughness and dedication to providing objective recommendations.
How our process works
Our transparent, step-by-step methodology is designed to ensure you receive guidance tailored to your individual needs and circumstances.
Step 1: Discovery phase
Understanding your goals
We begin with a one-on-one consultation to discuss your needs, concerns, and future aspirations. This step sets the foundation for a tailored approach.
Open dialogue
Encourages honest conversations and trust.
Needs analysis
Identifies your priorities and objectives.
Step 2: Analytical review
Evaluating your options
Our team conducts a comprehensive review of available options, taking into account current market dynamics and your specific requirements.
Detailed analysis
Data-driven review ensures accuracy.
Objective insights
Unbiased recommendations for you.
Step 3: Recommendation
Presenting solutions
We present clear, practical recommendations, explaining the reasoning behind each option and answering your questions along the way.
Clarity provided
Transparent explanations ease decisions.
Personalised support
Guidance tailored to your needs.
Step 4: Ongoing support
Adapting as needed
We stay connected and adjust strategies as your needs or the market change, ensuring your plan remains relevant.
Continual review
Regular check-ins maintain accuracy.
Consistent contact
We're always here for your questions.
Compare our service approach
| Features | Personalised review | Analytical consultation | Ongoing support |
|---|---|---|---|
| Transparent communication | Yes | Yes | Yes |
| Objective analysis | Yes | Yes | Yes |
| Client-focused recommendations | Yes | Yes | Yes |
| Ongoing adjustments | No | No | Yes |