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Financial Advice Services
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One of our core
services is financial advice on particular areas. If you feel
that you do not want the full Financial
Planning review, we can offer Financial Advice on particular
areas. We call this our Basic transaction
advice service.
This service is suitable for clients that require
guidance on the right products for their situation, perhaps on an
ad hoc basis.
This means that we can still review your options and advise you
on the best way forward, but you will not receive a report with
our recommendations, before you make your decisions. However, you
will receive a report and research outlining why we advise you to
take the products that we recommend.
We are able to provide specific financial advice
on the following areas:
Annual Reviews
Once you are a client, we will agree a suitable review period (usually
annually). We will then contact you on the pre-arranged date to
advise a review of your situation. This is important since your
family situation and goals will no doubt change over time.
If you have selected the Financial Advice service from us, we will
start the process again. Alternatively, you can select the Financial
Planning service, so that we automatically review your situation
at pre-determined intervals.
Contact us
to find out more about financial advice.
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For
United Kingdom residents over 18 only. © 2003 - 2008 Woodruff Financial
Planning.