Executive Financial Planning - Links

Our Approach

Using modern technology, the following links gives you an idea of how we provide access to all products and provide the highest level of service.
All these services are password protected, so that your information is secure

Quotations & Applications

For most products, and nearly all circumstances, we can obtain instant, on-line quotations, Key Features of the product and all appropriate forms. We can also input your applications online, speeding up your application process. www.Exchange.co.uk

Investment Performance

We can access graphic past performance data, investment mix or volatility, details of the company's financial strength and full charge information. TrustNet is one for example, there are others. www.trustnet.com

Servicing

We can meet face to face or arrange a telephone appointment to discuss your current arrangements this ensures we monitor your progress, provide valuations and in some cases recommend fundamental changes. This ensures as your objectives change you will be confident that your finances are managed and appropriate to your changing situation. L&G is one example, most companies offer this type of service www.landg.com

Regulation

We are regulated by FCA for all business. They are an open regulator and their site informs you of how they work and who to contact. www.fca.org.uk

Trade Associations

Who assist in the well being and well running of the industry as a whole.
IFAP www.ifap.org.uk
The Personal Finance Society www.thepfs.org
Federation of Small Business www.fsb.org.uk