Wealth Consultancy Service
Our Wealth Consultancy Service is designed to offer you a comprehensive menu of advisory services, with a fixed competitive price and tangible benefits and outcomes you can expect to receive from us.
After an initial discussion we progress to our first meeting, provided at our own expense and with no commitment on your part. This meeting would take place at your convenience, lasting between and an hour and ninety minutes. This is the ideal opportunity for us to get to know each other, discuss your circumstances, establish your requirements and should we conclude that Client Centric Wealth are able to deliver the advice and solutions you need, agree a way forward.
Your Financial Planner and his support team will then spend the following weeks gathering information, conducting robust and independent research, analysis and investigation into the most suitable and efficient financial solutions and advice for you.
To discuss whether our Wealth Consultancy Service is suitable for you and for a detailed menu of our fees, please call 01932 567079 to speak to our Independent Chartered Financial Planner or email contact@clientcentricwealth.com.