5. IMPLEMENTING YOUR PLAN
All the necessary product paperwork is completed and processed.
We make sure that all our recommendations to which you've agreed have been implemented. We'll also liaise with your accountant or solicitor if appropriate.
6. REVIEWING YOUR PLAN
At this point, you'll agree how often you want to review your plans and agree what level of service is appropriate for you.
The level of service you choose will decide the frequency and the level of contact you have with us. It could be face-to-face meetings, over the phone or by email. If your circumstances change, we also need to know so that we can review what further changes your plan may require. These would typically cover life changing events, including getting married, having a baby, a promotion or buying a new property – all events that may affect your finances and will require you to assess your financial planning strategy.
This process has to be underpinned by a joint commitment from both C.F.S. and our clients in order to ensure the successful completion of their financial goals.
Client Agreement
Service Proposition
Investment Account
Bespoke Account
Corporate Brochure
Expert Service Tailored to your Needs
Areas of Advice
C.F.S. is a Wealth Management Practice specialising in the management of investment portfolios and pensions.
There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.
The foundation of the service C.F.S. provide to our clients is built on developing a long-term relationship.
Constellation Financial Solutions Ltd
The Arena, Neasham Rd,
Darlington
Co. Durham
DL2 1DL
Tel:
01325 467899
Email: enquiries@constellationfs.co.uk
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© 2014 Constellation Financial Solutions Limited is authorised and regulated by the Financial Conduct Authority. FCA No 655268. Registered in England, Registered No. 07534209,
Registered Address: Exchange Court, Lowgate, Hull, East Yorkshire HU1 1XW
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