Copyright 2013 -
Great Malvern -
The objective of the advice service we provide is to put in place a solution to enable you to meet your financial goals and then regularly review the performance of those solutions to help you to remain on track. In order to achieve this, we follow the process set out below, which is broken down into five stages:
1 Initial Consultation & fact Finding
3 Recommendations (Plan of Action, ie. A Timeline)
5 Ongoing Review Service
The Financial Practice (Malvern) Ltd was established in January 1981 originally covering the South West area and now has a national client base built up through client recommendations and referrals. Our clients are a mixture of private individuals and companies who understand that by seeking our professional advice they can make the most from their capital.
Our success has been based on three core principles, integrity, professionalism and impartiality, coupled with a creative approach to financial planning and a belief in a bespoke client service.
We offer two levels of service each providing different standards of service and at different annual costs. However, we also offer a bespoke facility designed and tailored to your personal circumstances. The levels of service, costs and what we provide is discussed and agreed at our initial meeting.