Our client promise and pathway
As a Positive Solutions IFA Partner, I help my clients understand, protect and increase their assets. I promise to uphold the Positive Solutions Partnership Code, whose principles are integral to my own business philosophy of absolute integrity, dedication to my clients’ interests, and an ongoing commitment to provide professional excellence in every aspect of my advisory role.
To help fulfil this promise, I adopt the following pathway to financial advice and delivery:
A thorough process of gathering information and views on objectives and investment risk starts with a review convenient to you, the client.
Financial priorities are assessed and agreed before researching the whole of the market as necessary to find products appropriate to your goals.
A personalised financial plan is presented to you at our second meeting and your understanding of our recommendations and charges verified.
We do the paperwork, give you a suitability report to confirm the rationale for your plan, liaise with providers and agree ongoing service.
On the basis that your financial situation and objectives may change in future, we commit to regular plan reviews and updates if you so agree.