You will soon be presented with our Client Agreement document. Here we expand on the information and explain in more detail the service to be provided and the associated costs.

 

 

Fundworks will carry out a systemised review of your financial plans to make sure you stay on track to meet your goals and objectives. 

 

We will discuss and review:

  • Portfolio performance

  • Personal circumstances and financial goals

  • Implement changes

  • Review your risk attitude

  • Re-balance portfolios

Reviews may be face to face, telephone based or written depending on the proposition level.

Visit

FUNDWORKS LIMITED
STEP BUSINESS CENTRE
WORTLEY ROAD
DEEPCAR
SHEFFIELD
S36 2UH

 

Call

T: 0114 2903645
F: 0114 2903646

 

 

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© 2015

Fundworks Ltd

Created by

orbitaldesigns.co.uk

Fundworks Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Our Financial Services Register number is 209002. You can check this on the Financial Services Register by visiting the FCA’s website - https://register.fca.org.uk/ or by contacting the FCA on 0800 111 6768 (freephone).

 

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.