Traditional Financial Advisory Service – Identifying solutions to specific or immediate problems
This service is appropriate for those clients who have a straightforward need or looking for a specific product. This may be around the areas of pension, investment, personal and/or income protection.
We will of course apply best practice in this service offering also and for any type of investment or pension offerings, will complete a risk profile assessment and a fact find to assess both attitude towards and capacity for risk.
These clients will also benefit from our “Price Pledge” or guarantee that any plan arranged by Lifestyle Financial Planners will match or reduce the lowest cost plan on the market
In Summary –
- Initial Meeting and full Information Gathering
- ‘Attitude to Risk’ Profiling, where appropriate
- Annual Policy Statement
- Bi-monthly financial e-magazine with up to the minute information on relevant issues
The Next Step;
We hope you can see how we are really are different and would like to progress to an initial meeting, which is entirely at our expense. Please contact us for further details.