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Terms and Conditions

                                                                                             

                                                                                  Nick Parker

My name is Nicholas Parker and I set up Treverton Financial Planning with the main aim to provide clients with the highest levels of service.

We only deal with a limited number of clients at any one time to make sure that our aims are achieved. Each client will also get a designated service schedule where we detail how we will continue to look after them, once the initial issues have been dealt with.

How we work

We at Treverton Financial Planning are dedicated to giving you the highest possible level of service. In order to do this please find below a brief outline of how we will work on your behalf.

First meeting - During this first meeting we will conduct a financial factfind where we can obtain all the relevant information about your current situation and gather details on any existing financial products you have. We will also discuss your needs and any concerns that you have, also taking notes of lots of soft facts so we can asses how any advice would fit in with your individual situation. The first meeting on average will take approximately 45 - 60 minutes.

Between the first and second meeting we will conduct research in to the market and look at how different solutions will effect your situation. From the full research we conduct we will come up with recomendations for you to consider.

 

Second meeting - At the second meeting we will confirm what you are looking to achieve and present you with the recommendations we would make. Full explanation of the recommendations would be made and how they would effect you. At this stage we will also give a full breakdown of the costs involved with any recommendation.

 

Regular reviews and servicing - Depending on your situation we will design a servicing plan for you. This would normally consist of regular reviews to make sure that any recommendations are still suitable to your current situation.

Treverton Financial Planning
Address: 5 Buckingham Gate
                 Reading
                 Berkshire
                 RG4 8RT
 
Phone number: 0118 946 1273

E-mail address: nick@trevertonfp.co.uk
 
 
Treverton Financial Planning is an appointed representative of Personal Touch Financial Services Ltd which is authorised and regulated by the Financial Services Authority