Sefton Financial Advice Bureau Ltd
Tel 01704 834700
If you decide to proceed with our service, we will carry out an Fact Find assessment of your financial circumstances at the outset to establish your financial planning requirements. This will include:
Understanding your situation by gathering information about your existing financial arrangements and personal circumstances such as income, expenditure and tax status.
Understanding of your investment knowledge and attitude towards investment risk. We only recommend products that match your investment risk profile. We also assess the features and benefits of any existing plans to ensure suitability.
We then design an investment strategy and present it to you with our recommendations. We provide you with our suitability report, it will be your decision whether to implement our recommendations either completely or in part,
The arranging and setting up of our investment recommendation includes completing all the necessary documentation with you, ensuring all of the evidence of research is correct and up to date, checking and processing the documents and producing a comprehensive client suitability report. We also handle administration on your behalf, give you regular updates of progress and finally ensure all you documents are issued in line with your expectations
Treating Clients Fairly is at the heart of our business philosophy and we strongly encourage clients to review their plans on a regular basis. Financial and personal objectives may change over time due to changes in your lifestyle or circumstances. We believe it is essential to ensure that the investment portfolio we recommend continues to meet your lifestyle and investment objectives. Where ever possible our recommended plans will automatically include servicing reviews.
Arranginging and Setting Up your Plan
Ongoing Service and Reviews
Hello,
My name is Edward Patten and I am the director of Sefton F A B Ltd.
I am a fully qualified Independent Financial Adviser and have achieved the Diploma in Financial Advice. I have been working in Financial Services and helping my clients achieve their financial aims for 38 years.
We provide our clients with straightforward and transparent advice, in the comfort of their own home, at a time that is convenient to them. Your first, one hour consultation is absolutely free, with no obligation !
We offer an efficient and friendly service to new and existing customers. We ensure all of our clients are
regularly informed so that they can reach their future financial goals. You can contact us on 01704 834700 or email us at ed.patten@hotmail.co.uk. We look forward to hearing from you.
Ed Patten
Factfind and recommendations
The initial one hour consultation is free of charge with no obligation. It will comprise of an initial meeting with myself, a qualified financial adviser. You will have an opportunity to ask questions and to discuss what is important to you.
This allows us to establish what your financial needs are and discuss our service propositions and any costs involved.