Services Available
Difference levels of service are provided to suit your needs and objectives. We like to build a plan appropriate to needs of each client.
In order to clarify the expectations of all parties and to provide transparency of charges we set this out in a document which will be provided at the start of our meeting with you.
The Financial Planning Process
There are four stages to the financial planning process, each of which is separately costed, although the initial consultation is at our cost:
- Initial consultation (FOC)
- Financial Review and Recommendation
- Policy arrangement and Implementation
- Review – Ongoing care and advice through our ongoing Management Service.
More detailed information will be provided at the start of our meeting and within the Client Agreement and the Service Proposition & Engagement document.
Please contact us to discuss further your requirements either by phone 01202 892209 / Mobile 07896 052856 or the Contact Us page.