So How Does It Work?
We allocate a maximum number of clients to each financial adviser 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.
- Free initial consultation
- 'membership' provides you with a disciplined regular financial planning service.
- Guaranteed appointment within 48 hours
- Free annual review of your financial plan including full summary
- Regular updates and rebalancing of existing portfolio
- Adhoc advice throughout the year
- no broker charge for our remortgage services
- Free initial consultation
- Advice upon request
- 12 monthly contact
We offer a free initial consultaion 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 commision
A combination of fees and commission for the work
involved