Our Full Financial Planning Service is suitable for clients who value having a comprehensive financial programme in place to help them plan for the future that is integral to the achievement of their personal goals and objectives.
As a Full Financial Planning Client you will have the following requirements:
You want to be confident that your adviser fully understands what you are trying to achieve and is able to devise robust strategies to achieve those goals.
You want to be confident that the advice you receive is truly impartial and in your best interests and understand that this can only be achieved via a fee based approach.You want your adviser to manage your affairs in a pro-active manner and expect to be kept informed of economic or tax related matters that have an impact on your financial arrangements.
You value regular contact and want to meet with your adviser at least annually, or more often if agreed, and are happy to pay a fee for the benefit of receiving that level of service.
You want to be able to receive a regular update on your investment holdings.
You want your adviser to liaise with your other professional advisers where appropriate i.e. completion of tax returns.
In the event that anything happens to you, you want a professionally qualified adviser who is fully aware of your affairs to be in a position to help your family or business associates.
If you wish to make a positive difference to your finances, please feel to call us on 01626 833225 to find out more or to arrange an initial complimentary meeting.
We can also offer telephone based support as well as more traditional face to face meetings.
