All Counties Financial Limited

Proposition<br /> This is an uncomplicated service for clients who recognise the need for expert advice, but do not require regular ongoing contact or advice.<br /> This would typically involve the following:<br /> Core services<br /> • A focused financial review, including risk profiling<br /> • Financial analysis and transactional report in accordance with your risk tolerance<br /> • Liaison with provider until transaction is completed<br /> • All records maintained, updated and checked for accuracy<br /> • A statement or valuation supplied by the provider on an annual basis<br /> Any further or ongoing advice would be chargeable at an agreed fee level, in writing beforehand.<br /> Client benefits<br /> Summarised as:<br /> • Access to expertise for one off specific advice<br /> • Peace of mind – a financial transaction effected through a qualified individual<br /> Price<br /> • Initial focused financial review followed by product implementation – all costs will be set individually and agreed before proceeding.<br /> <br /> INITIAL & ONGOING SERVICE<br /> Proposition<br /> A service for clients who wish to benefit from an initial and ongoing advice relationship. <br /> An example is where someone has a number of investments and complex financial affairs.<br /> This would typically involve the following:<br /> Core services<br /> • A complete review of your investments<br /> • Regular progress reviews, typically annually, six monthly or quarterly as agreed with your adviser <br /> • Financial analysis, including risk profiling<br /> • Design of a suitable investment portfolio in accordance with your investment risk tolerance<br /> • Portfolio valuations at time intervals agreed with your adviser<br /> • Suggested alterations to the investment portfolio, if deemed necessary, at review<br /> • Protection and pensions advice, with potential reviews as agreed with your adviser<br /> • Providing information to your accountant/other professional advisers where necessary<br /> • Recommending suitable professionals as other needs arise<br /> • An aim to return phone calls and emails within 24 hours<br /> Client benefits<br /> Summarised as:<br /> • Peace of mind – a trusted, qualified professional looking after your financial interests<br /> • Personal contact and a bespoke service aimed at achieving your goals<br /> • Ongoing review of your investments with suggested alterations <br /> • Access to expertise and information<br /> • Clarity out of complexity – to be financially well organised<br /> Price<br /> • Initial financial review and ongoing forward planning service – all costs will be set individually and agreed before proceeding