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Financial Advice & Services Limited

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Financial Advice & Services Limited

Overview:

Financial Advice & Services Limited has been providing Independent Financial Advice since 1991. We take pride in offering our clients unbiased quality advice that is supported by a high level of personal service, tantamount to what you would expect to receive from any professional practice.

Through working closely with accountants and solicitors over the years, a large number of clients have been introduced to Financial Advice & Services Ltd and it is testimony to the high regard and trust in which our company is held that we continue to receive so many introductions from fellow professionals. This opinion is also upheld by existing clients who frequently recommend us to family members, friends and colleagues.

Many of our clients are business owners or Partners in professional firms. However, we consider ourselves fortunate to have a diverse client bank and continue to advise clients in all walks of life. Although based in Folkestone, our clients are widespread with many living throughout the UK.

Our qualified team of Advisers and Paraplanners continually strive to improve their technical knowledge by gaining further examinations each year. We all appreciate just how important it is to remain abreast of the financial markets and the performance of investment houses and their funds. It is by keeping up to speed with current events and the frequent changes within our working environment that we are able to provide clients with the advice and service they deserve. In times of uncertainty, we can only be confident in the reassurance we offer clients if we have a good understanding of what is happening within the financial sector.

As Independent Financial Advisers we are totally independent of any financial institution. We are directly authorised and regulated by the Financial Conduct Authority and are not members of a network or partly-owned by an insurance company. This ensures our advice is truly impartial and unbiased.

Our duty is to act for our clients in the financial services marketplace. This duty requires us to ensure that the advice we give and any product we recommend is the best suited to a client’s particular circumstances.

We tailor advice to the needs of individuals and businesses. We do not sell products, but instead prefer to forge long term relationships with clients built on trust and understanding. We provide a high level of service, not only at the outset of a relationship but on an ongoing basis, with regular reviews and newsletters.
To begin with we will meet with you to discuss your current financial needs and plans for the future, at which time we take details of any existing arrangements you have.
Provided you are happy for us to act as your Adviser, we will ask you to give us permission to request further information on current policies, whilst at the same time transferring their servicing from any other financial adviser to us.
We will then carry out a full review of your existing investments, pensions and any other arrangements you may have to ensure that they are performing satisfactorily and are meeting your requirements.
Further meetings can then be arranged to discuss our findings in detail and to make suitable recommendations for any changes that may need to be made. At the same time, we can talk to you about possible future investments, retirement provision or any other area that may be of interest to you.
You will be provided with a detailed report confirming our discussion and we will put forward recommendations for any alterations, improvements or new policies that we believe you require.
We then process any applications on your behalf and our team of experienced paraplanners and administrators will make sure everything progresses smoothly whilst keeping you updated.
We conduct regular reviews which can be reported in writing or during a meeting. We also look after behind the scenes administration in connection with the servicing of your financial affairs and by dealing with your arrangements we can take much of the administrative burden away from you.

History: Founded in 1991.

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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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