Become Our Client
After a fact-finding discussion with you, we prepare a detailed report, which analyses your current situation, identifies areas for potential improvement and recommends a strategy for the future - including any immediate action. Once the strategy has been agreed, we can, if you wish, help with its implementation. Where appropriate, advice is given in conjunction with existing professional advisers, for example your accountant and solicitor.
Continuing services
A financial portfolio will need continuous monitoring to ensure that it keeps pace with changing conditions and remains on target to achieve your objectives as they evolve. We call this our Asset Tracker service and it includes the following components:
- Continuous portfolio monitoring
- Comprehensive financial record keeping
- An annual progress report
- Access to advice from our team at any time
Charges
Our fact-finding discussion is provided free of charge and without obligation. Fees for preparing the initial report will be quoted after this first meeting.
Charges for any work agreed following the initial report are calculated on a time basis, and will be quoted in advance. If we should earn any commission during the implementation stage, it will be offset against the fee.
Contact us: finplan@nwbrown.co.uk
Financial Planning Fact Finder
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