Transactional Advice - Investment Planning - In Person
Transactional One-Off Wealth Advice - without Ongoing Service
£3000.00
In Person Advice Presentation Meeting included: a one-off Transactional Advice review of your Investment Planning (existing and / or new money) including specific recommendations, with no Ongoing Advice or Service. This will include a Target Capital Sum Contribution Analysis to see if you are on track to meet your investment aims, identify any shortfalls and to advise on suitable contribution levels, making certain assumptions about growth, charges and inflation, which are deemed reasonable.
£3,000 Fee is per Advice Report, per person, per advice area.
Our contact details:
Impartial Financial Advice Ltd,
Index House, St George's Lane, Ascot, Berkshire, SL5 7ET
T: 01344 534082, M: 07986 632026
E-mail: andy@ifaltd.org
www.impartialfinancialadvice.co.uk
Financial Services Register number: 833372. Registered in England and Wales number: 11749650. Registered office: Index House, St George’s Lane, Ascot, Berkshire, SL5 7ET. Impartial Financial Advice Ltd is an Appointed Representative of The On-Line Partnership Limited, which is authorised and regulated by the Financial Conduct Authority.
