We allocate a maximum number of clients to each financial planner to ensure you receive what we promise, a regular financial planning service.
We offer flexible meeting options whether it be at your place of work, your home or our offices, the choice is yours.
At the first meeting, we will sit down with you, and look at what plans you currently have in place and what what the main areas of concern are from your viewpoint. We will then agree the areas that you wish to discuss and also the timescales that these are to be reviewed.
At the second meeting, we will provide you with the solutions and options available to you. Also at this meeting, you can decide the level of service that you wish to receive.
Once you have enjoyed the experience of dealing with us, we would encourage you to introduce us to like minded individuals who would appreciate our service.
To compliment our professional services we have developed close working relationships with firms of Chartered Accountants, Chartered Tax Advisers and Solicitors who have demonstrated to us their expertise in their chosen fields. This allows us to offer you a holistic approach to your financial planning.
We offer a free initial consultation where we can discuss whether the NOW planning or NOW advisory service best suits your needs. We will then offer you the following fee options:
If you are happy for us to be paid by commission/fee to NOW financial solution ltd for our professional services.
If you prefer to pay a fee for our services, we will rebate commission and charge an hourly rate for our professional services.
We will agree a fixed cost for the work involved and rebate any commission.
A combination of fees and commission for the work involved.