How I Work
How I Work
I offer an initial consultation without obligation, where we can broadly discuss your situation and requirements before proceeding, if appropriate.
A full explanation of any costs will be given after this initial meeting so that you can decide whether I can help you with your financial planning objectives.
Following this, if you wish me to proceed, I will write a letter summarising our initial meeting. This will outline my understanding of your requirements and objectives and recommend the most appropriate avenues of enquiry, considering your circumstances, preferences and values.
After you have considered my report, we can agree on how these recommendations may be undertaken, either immediately or on an ongoing basis if appropriate.
I charge a fee for a written recommendation which provides impartial, unbiased financial advice.
In the course of my recommendations there may be commission available from various providers to help towards the provision and services of financial products. This is always fully disclosed and considered when comparing the costs of various solutions, and I often rebate or offset any commissions I receive against my fees. This can mean a greatly reduced fee, or no fee to pay at all.
If you have a question or would like to arrange an initial meeting at no cost and without obligation, call Nigel on (01295) 660571 or request a call-back.