Transactional Advice - Investment Planning - Phone / Virtual
Transactional One-Off Wealth Advice - without Ongoing Service
£1500.00
Phone / Virtual Advice Presentation Discussion included: a review of your Investment Planning (existing and / or new money) including specific recommendations, with a lower initial fee and a £0 Implementation Charge if you subscribe to one of our two levels of Ongoing Advice 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.
£1,500 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.
