KINGSTON INDEPENDENT
FINANCIAL SERVICES LTD

Call us now on

01273 470027

Your advice journey

K

Expert planning for your financial future

We understand that getting started with a financial adviser can be daunting, so we’ve carefully designed our unique six-step process to help you get off to the best start.

At each step, we’ll ensure you feel comfortable and well-informed, and you’ll always have time to reflect before making any decisions. You’ll be made fully aware of the charges and won’t have to pay anything until you’ve signed the Client Agreement Document.

Step 1. Initial meeting with no obligation or cost

To provide an initial assessment of your present position and establishing your objectives / concerns / ambitions in the short, medium and long term timescales. A Strategic Plan will then be drawn up to provide an overview of your position and an indication of the financial planning to be recommended to achieve your goals.

This assessment will be provided free of obligation or cost, based upon ongoing lifestyle planning combined with financial planning plus the Independent research and sourcing of the most appropriate services. The Strategic Plan will also include the client specific fee charging structure for the initial and ongoing services to be provided.

Step 2. Acceptance of Strategic Plan

Upon acceptance of the Strategic Plan and engagement of our client fee charging services, a comprehensive fact finding exercise will be undertaken to obtain all the details of your existing plans, savings, investments, pensions and protection policies. Whereby, “Letters of Authority” will be issued to each provider to obtain the full information and used to provide you with a comprehensive Client Report Summary of all your finances.

Step 3. Implementation

After all your details have been received and documented within the Client Report Summary, a specific Action Plan with reasons and recommendations will be provided to you for your consideration.

Upon acceptance, these recommendations will be implemented on your behalf, your Client Report Summary will be updated and relevant policy documentation issued direct to you for your records.

Step 4. Ongoing Reviews

Regular review meetings will be held a minimum of every twelve months to monitor the progress of the planning and adapted to meet any changes in your circumstances or requirements. Likewise, implement any amendments as a result of changes in taxation or legislation.

Access will be provided to you at anytime in between client review meetings should you have a question regarding any aspect of your finances.

Our advised clients benefit from annual reviews, which we use to provide useful updates about how your investments and plans are performing. We’ll check that they remain appropriate for you and make changes, if needed, to keep you on track.
K

WE’RE WITH YOU EVERY STEP OF THE WAY

They say, ‘money makes the world go round’. We prefer to say, ‘people make the world go round’. Your life, your hard work, your hopes, your dreams. Every step of the way, we’ll be there.

It’s our goal to help you build you a financially secure future.

Learn more

30+
YEARS OF FINANCIAL EXPERTISE

We’re financial advisers with a difference.

With over 30 years of experience, our role is to provide you and your family with the financial confidence to live life however you want to, now and in the future.

We help to create the financial confidence, you create the memories.

K

OUR FINANCIAL ADVICE SERVICES

Our financial services are designed to put you first and determine the most effective way to achieve your goals. It’s expert financial advice unique to you.
K

Financial Planning

K

Inheritance Tax

K

Retirement Planning

K

Protection Planning

K

Investment Planning

K

Mortgage Planning

K

START YOUR JOURNEY WITH US TODAY

We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.

Get in touch