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 firstname.lastname@example.org.
Independent Chartered Financial Planning Services / Telephone: 01932 567079 / Email:
Client Centric Wealth Efficiency Service Limited is authorised and regulated by the Financial Conduct Authority. FSR number 705758.
Registered in England and Wales. Company Number 08861465. Registered Office: Client Centric Wealth Efficiency Service Limited, 4th Floor, The Northern and Shell Building,
10 Lower Thames Street, London, EC3R 6AF
Client Centric Wealth is a trading style of Client Centric Wealth Efficiency Service Limited
Investing carries an element of risk. The value of your investments and the income arising may go down as well as up and you may get back less than you invested.
INHERITANCE TAX PLANNING, WILL WRITING, TRUSTS AND TAXATION ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.