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
Agree the client’s financial rooms and obtain full details of the client’s existing financial furniture. “Letter of authority” and client/investment questionnaires completed.

Generic Blueprint
Report produced analysing the financial rooms and providing generic details of the required financial furniture.

Product Specific Blueprint
Report produced recommending specific financial furniture to furnish the agreed financial rooms.

Effecting the product Specific Blueprint
Delivering and arranging the financial furniture to furnish the financial rooms.

A client can access any or all of the 4 phases.
Each phase can stand-alone.
Each phase can be costed individually.