Kudos Financial Consultancy

As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable products currently available. We are thus able to make arrangements to maximise the benefits to our clients. You'll get our help to review your existing financial situation and reach a realistic assessment of your likely needs. For this, you'll need to set aside some time to talk to us - the first half hour consultation is free. There's no charge, and no obligation, while we find out together if it's worth going ahead. Depending on your instructions we will then carry out a ‘needs analysis’ based on your current situation, and taking into account any specific plans and/or targets you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews. You will receive professional advice about where your financial arrangements are already good, and where they're inadequate (or not covered at all). You'll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course it will all be sensibly balanced in relation to your current income and your prospects In almost all cases we are able to make arrangements which clients would be unable to make for themselves. All our proposals will be fully explained and costed so that you'll know exactly what and why before you agree to anything. How we are paid On receiving your enquiry you are invited to a preliminary meeting. The purpose of the meeting is firstly to establish your needs and objectives and whether you require assistance or not and secondly to discuss with you the method of payment for the services provided for you should you decide to proceed. There is no charge to you for the first half hour of this preliminary meeting and no obligation on either side. After the initial free consultation, we will agree with you our fee or 'adviser charge', for the investment services provided to you. Fees will be based on the value of the services offered to you. This maybe by a set amount to complete a financial review, carry out research on your behalf, an evaluation report or subsequent meetings to explain recommendations made to you. A fee agreement will be provided that will stipulate what work is to be carried out and what remuneration will be due. Work on your behalf will not commence until you have signed the fee agreement. In this way each party knows what is expected. Fees can attract an additional VAT charge whereas commissions, under current legislation, do not. You will always be told if VAT has to be charged.

Address: Kudos House, 22 Albert Road, Farnborough, Hampshire GU14 6SH, UK

Phone: +44 1252 376 444
FAX: +44 870 622 0623