Channel One was founded in 2006 by a small group of experienced financial advisers, bringing together more than 50 years of combined expertise in pensions and investments. Today the firm offers completely independent financial advice to clients across the Yorkshire region, providing a personal, friendly, flexible service to ensure that clients optimise their savings and investments to meet their long-term aspirations.
In order to make sure you get the right advice for your needs, we offer a free "Discovery Meeting" to all new clients. This can be done over the phone or face to face and is an opportunity for us to get to know each other, find out your needs and expectations and to answer any questions you might have before going through the financial planning process.
The Financial Planning Process:
There are four stages to the financial planning process, each of which is separately costed, although the initial consultation (Discovery Meeting) is free:
1. Initial consultation;
2. Financial Review and Recommendation;
3. Arranging and Setting up your Investment;
4. On-going Service and Reviews;
The initial consultation (a ‘Discovery Meeting’) will comprise of:
• An initial meeting with one of our qualified financial advisers;
• An opportunity to ask questions and understand what we do;
• Opportunity for us to establish what your financial needs and objectives are;
• Discuss our service propositions and costs involved;
There is no charge for this initial consultation
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