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Home Financial Services Limited

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Home Financial Services Limited

Overview:

Home Financial Services Limited was created in 2002 to provide a professional and totally independent advice proposition.

Within the company the advisers have some 100 years of combined financial servicing experience in the areas of Management, Banking and Advice.

We are an appointed representative of a large IFA group, which gives us and ultimately our client’s access to a wealth of additional experience and knowledge, backed up with high service standards that we pride ourselves on. We will retain our independent status, which will allow us to give our clients complete impartial advice coupled with the resources of leading financial institutions, both here in the UK and in other tax efficient havens.

As Government legislation is constantly changing, financial planning has become increasingly complex and that is why we have formed close working relationships with other professional advisers, these include Solicitors, Accountants and Stockbrokers. For some of our client's advice will be required by a number of professional advisers. We regularly liaise with these professionals and arrange seminars to update them on financial planning opportunities which are equally relevant to their clients as well as ours.

Prior to discussing any recommendations we will have undertaken a comprehensive review and confirmation of any recommendations accepted by the client will be confirmed in a Suitability Letter or a detailed report. However, we recommend that you should meet with us annually to review the original planning and discuss if necessary any amendments that need to be incorporated. We will continue to monitor financial arrangements in the future to which we are appointed as your Independent Financial Adviser to ensure that they are still appropriate.

We can be remunerated for work done on your behalf by fees and/or commission depending how you wish us to act for you.

We will discuss our fee structure with you prior to the commencement of any work should this apply.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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