en     ru     jp
 
 
    LOGIN HERE!  
Add privatebanking.com as a search provider to your browser  
 
Advanced Search  
Private Banking & Wealth Management search tool 
     
  Search entity  
 
 
Home
      
Europe
      
United Kingdom
      
England
      
Somerset
      
Weston-super-Mare
      
Financial Planner
      
Fiveways Financial Planning Ltd
       
 
Back
 
   
Review Avg.
Reviews: 0
 
Contact Page
Additional information
Write Review
Browse Review

 
Additional information
 
Fiveways Financial Planning Ltd
 
 
Overview: 

We understand that however much money you have, money is simply a means to an end. It is your goals in life that should, we believe, form the core of your financial plan. Our first aim will always be to explore your goals and identify whatever obstacles appear to exist to achieving them.  By gaining a full understanding of your goals, needs and situation, we can recommend the most suitable strategy, financial plans and investments for you.

Our aim is to deliver a high-quality service based on a long-term relationship between you and your individual adviser. We provide clients with regular, jargon-free communication about their affairs, their investments and relevant financial and economic developments.

Our normal procedure is to have a brief initial meeting without charge or obligation. We will find out in broad terms what your needs are and explain our services and their costs. How the planning process works after that is explained here.

Because people’s needs vary widely, we operate a fee band system. After our initial meeting, we will tell you which fee band will apply to the analysis of your situation and preparation of a plan. Once we have gathered the information we need, we will give you a precise quotation of our fees.

Normally, we expect to meet you after you have had time to absorb our written recommendations, after which we will implement recommendations agreed by you.

In the vast majority of cases, our advice will be non-VATable; you may pay our fees directly or by deduction from your investment accounts. We do not receive commissions from product providers, except in the case of some forms of life and income protection insurance, which will be fully disclosed and offset against fees payable.

Our ongoing review and investment advisory services provide regular reviews, with recommendations for any changes we consider appropriate, and updates on the performance of your investments and plans. Clients can contact us at any time by phone or email and normally have 24/7 online access to their investment accounts. We charge 1% per annum on the value of assets on which we advise, subject to a minimum of £500 per year; the fee is normally payable from your investment account.

We will confirm the details of our ongoing service in a Service Schedule following our initial report.


 
 
Back
 
 

Privatebanking.com
Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.
    Privatebanking.com
   
  Read more  
 
Ascent Limited
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.
    Ascent Limited
   
  Read more  
 
 
Home News Library Newsletters Event Calendar Advertise About Contact FAQ
Privacy Policy     Terms of Service
 

©