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Inside back cover You can expect a flexible, |
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Every client is different though their
needs and aspirations may be similar. Because you are unique,
Handscombes believes that you have the right to a service which is
designed to suit your own particular circumstances. Consequently, we offer an à Ia carte approach so that you can have as little or as much support as you need. This is reflected in our Standard, Silver and Gold Services. Our Standard Service is comparable to the way most independent financial advisers operate using traditional financial planning techniques. Suitable for individuals and companies with reasonably straight-forward financial affairs. The hallmark of our Executive Silver Service is a focus on meeting clients’ needs and aspirations by formulating an appropriate strategy. This is in contrast to providing advice on simple financial product purchases so readily adopted by other advisers. Suitable for business owners, company wecutives, private individuals and the retired. Our Executive Gold Service is an extension of the Silver Service and offers clients the benefits of our world-renowned financial planning software designed to analyse every aspect of a client’s complex affairs so that accuracy and quality of advice is assured. Suitable for owners of several companies, directors of major companies, wealthy individuals and private/retired individuals with complex/major investment portfolios. At an initial meeting we identify your needs and agree with you the most suitable Service prior to commencing any work on your behalf. We are flexible regarding our remuneration which may be through fees, commissions or a mixture of both.This will be fully explained to you at this meeting. Our philosophy is to apply lateral thinking and develop a financial strategy to fulfil your expectations. We believe this is unmatched by our competitors. |
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Handscombes is the trading name of Handscombe Financial Planning Limited, |
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