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Fellow Professionals : - To ensure we can work successfully together we prefer to set up a conference call in the first instance.
- We would then formulate a proposal for consideration providing the initial call had proved positive. Prior to this we will issue a mutual Non Disclosure Agreement (NDA) to enable data on your firm and clients to be provided, which will then be incorporated in our proposal.
- We can provide one off advice on a particular issue
- We provide expert witness on:-
- Miss selling of financial products/services
- Pensions on divorce and related issues
- We can provide a review with and without investment recommendations
- This allows us to work with other investment managers where we provide the plan and they provide the investment advice
- The criteria we apply to new clients apply equally to those introduced by fellow professionals; this is important as it ensures our charges represent good value for those using our services
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