Advice Process
Knowing our client
At the initial meeting, held at the client's home, place of work, or at our office, whichever is most convenient, an in-depth Factfind is conducted. The information provided enables us to establish the extent of existing financial provision, our client's attitude to risk, the financial resources available and our client's financial goals and objectives.Compiling a report
Following the Factfind meeting, we prepare a report which illustrates in detail our recommendations. These recommendations will be prioritised taking into account the discussions that have taken place.Implementation of recommendations
Once our client has reviewed the recommendations in the report and is sure which are to be implemented, the relevant documentation can be completed.We do not handle any client's money and all cheques are made payable to the appropriate Insurance Company, Pension Provider or Unit Trust Manager.
Our remuneration
We can receive our remuneration for professional services through either commission generated on the sale of financial products or via fees at an agreed hourly chargeable rate. Prior to giving any advice, we will give you an estimate of our fees if appropriate.The review process
By their very nature, pensions and investments need to be regularly reviewed. Our commitment to our clients is that once we have established any contract we will continue to provide ongoing impartial advice as and when requested right through to retirement and beyond. The frequency of any reviews is decided on by our client.Feedback from our clients.
If you would like to discuss your current financial arrangements and plan for the future please call us on 01252 844845 to arrange an appointment