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.