INDEPENDENT FINANCIAL ADVICE

• INVESTMENTS • PENSIONS • INHERITANCE TAX

• MORTGAGES • LOANS • TAXATION •

Telephone 01206 271281

We are just off the A12, based in the village of Langham,which lies at the edge of the Stour Valley, on the Essex Suffolk border.

THE FINANCIAL PLANNING PROCESS.

You request a meeting with one of our consultants, which can either occur at our office or in the comfort of your own home at a time to suit you. The purpose of this meeting is so that we can understand your circumstances, what you want to achieve and how we may be able to help you. We will also present our client agreement and discuss the options of payment by fee or commission.

After this free initial consultation, if you want to avail of our services, we will carry out our research of the entire financial market. A second meeting is arranged where we will present you with your options and give you specific advice and make recommendations to you. Once you are happy with our advice and recommendations we will administer the application process on your behalf. We do not hold client money; your money is held directly by the insurance or Investment Company.

You will receive a statutory cooling off period notice in case you change your mind, your suitability letter and policy will be sent to you directly.