In order to advise you fully concerning your overall financial situation, we are bound by law to "know our Clients". The following Confidential Financial Review form is a comprehensive questionnaire dealing with all aspects of your finances. This should be downloaded and printed off and may be sent back to us, after completion, by using the FREEPOST address detailed on the form.

A full review of your financial situation is not a job that we take on lightly. You will receive a detailed and personalised report explaining the situation as we see it and advising you of the action to take to bring your financial position up to date in order to meet with your specific personal and financial objectives.

For this reason, we are obliged to charge for this initial service at the rate of £100.00. If specific recommendations are made to you and you subsequently enter into these, bringing about a commission or fee payment to Asset Management, we will offset this £100.00 against any commission/fees received.

In any event, a money back guarantee is offered if you are not satisfied with any part of the financial review procedure.

Click here to ask for a full financial review.