Service Level

We have 3 proposition levels to ensure that you will be able to choose a transparent service, which suits your needs. We offer a complimentary, no obligation initial meeting and operate a flexible charging policy. We will work on either a fee basis, a commission basis or a combination of the two, whichever is most appropriate to your particular needs. We will discuss this with you at our first meeting and provide an indication of the costs. Our financial planning service will ensure that we set, and conduct a regular review as agreed at the final meeting.

Proposition 2

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- Initial meeting.
- Data gathering.
- Prepare financial plan.
- Present and agree financial plan.
- Implement agreed plan.
- Annual review.
- Telephone and email access to adviser.
- Asset allocation service.
- Portfolio construction service.
- Second opinion service.
- Professional service.


 

Proposition 1

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- Initial meeting.
- Data gathering.
- Prepare financial plan.
- Present and agree financial plan.
- Implement agreed plan.


 

Proposition 3

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- Initial meeting.
- Data gathering.
- Prepare financial plan.
- Present and agree financial plan.
- Implement agreed plan.
- Reviews when required.
- 6 monthly statements.
- Unlimited phone and email access to adviser.
- Asset allocation service.
- Portfolio construction service.
- Discretionary fund management service.
- Second opinion service.
- Professional service.
- Online Access.


 

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.