Head Office: 119 George V Avenue Worthing West Sussex BN11 5SA
Tel: 01903 527000 Fax: 01903 505512
Independent Options Guide to Receiving Financial
Advice
How the Service Works
Receiving advice can involve up to 4 distinct phases
Fact Find
Report analysing the existing plans and how well they are likely to meet the client's
goals. Provide generic solutions.
Generic Blueprint
Report analysing the existing plans and how well they are likely to meet the client's
goals. Provide generic solutions.
Product Specific Blueprint
Report recommending specific financial products/arrangements to meet the client's
goals.
Effecting the product Specific Blueprint
Delivering and arranging the specific financial products/arrangements to meet the
client's goals.
A client can access any or all of the 4 phases.
Each phase can stand-alone.
Each phase can be costed individually.
Independent Options is a trading style of @Options Ltd, which is authorised
and regulated by the Financial Services Authority. @Options Ltd is entered
on the FSA register (www.fsa.gov.uk/register) under reference 440552.