22222 sets out a "standard financial planning process" which advisers
should follow, so the differences are in how different advisers do what
they do, (and whether they actually deliver on their promises) along
with how they are paid for what they do.
Whilst we are happy to
deal with clients who seek advice with "one-off" enquiries (mortgage,
Will, "at retirement") the main focus of our business is "planning".
means building long-term relationships with clients, building
achievable plans that are monitored, regularly reviewed and maintained
to ensure that they remain on track to achieve goals.
We offer a
number of different services and levels of service - please read our
"personal client prospectus" in the library section for details and
charges. We are "RDR ready" with our services and charges so, if you are
serious about achieving your goals, why not make an appointment and
find out what makes us different, and why clients taken on 20 years ago
still use us for their own planning and regularly recommend our services
to others for planning.
Contact details - Telephone 01453 548454
or Email firstname.lastname@example.org
. If you ring "out of hours" leave a message on the answering machine and we will contact you.