At Independent Women, we believe that financial security and happiness often go hand in hand. We also believe that first class service can only be offered if we have taken the time to find out all about you.
That’s why we offer a free initial consultation: it carries no obligations, but helps us to help you on your way to achieving your financial dreams, whatever they may be.
What is involved in a ‘financial review’?
First off, we need to listen to you: to ask you some basic questions, and find out about your current situation and financial experiences so far. Our wealth planners are experienced and will always take the time to listen to your whole story, and provide you with a friendly, straightforward service.
Then we need to do some market research, to find a solution that suits just you. We will keep in touch during this process and we will usually meet with you again to discuss the options available.
We understand that any financial decision takes time to consider. We will provide you with a written report which details our understanding of the discussions we have had, and our recommendations, for you to think about at your convenience.
Our advice is always jargon-free, and our independence guarantees we can search the whole of the market for the most suitable plan to fit your needs.
Once we have identified a plan that you are happy with, we make all the arrangements and you can trust that you will be cared for in the process.
Afterwards, we continue to monitor your financial arrangements so that they continue to work as hard as possible for you (unless you have opted for our one-off review service, which concludes at the end of the review).
For a free initial consultation, please call us, drop us an email or complete our enquiry form – we’d love to see or speak with you.
(Please note that an initial consultation is provided free of charge to all new clients. After this, we offer a number of fee options. Fees and charges are an important part of any financial plan, so we have carefully determined fee options which we believe to be fair and rewarding in the long term. We will take the time to explain any fees or charges to you and make sure that you receive the very best arrangement to suit your circumstances. For more information, please see our Fees section or contact us any time)