You will have been presented with our Client Agreement – General Responsibilities, and Keyfacts about our services and costs. This document expands on the information provided and explains in more detail the service to be provided. We will agree the work that we will undertake for you and our Fees that will be payable with you, before we undertake the work, in a Fee / Adviser Charge Agreement.
We offer a variety of advice and services including:
Full financial review
Where a full financial review is to be undertaken, please refer to the Financial Review Process section which explains the steps we will take in providing you with a full financial review.
Ongoing/retainer based service
Please see the Ongoing / Retainer Based Service section on page 16 of the Client Services Brochure.
Examples of one-off services that we may provide include; Transactional: under this service, we provide one off advice to you. There is no agreement to provide you with any financial advice or reviews in the future.