Assisting with your needs and objectives
At the outset, Birchwood Independent Financial Advisers Limited will arrange a preliminary meeting for the purpose of establishing whether we are able to assist with your needs and objectives. At this meeting we also discuss how we are paid for our services should you instruct us to proceed.
There's a saying that goes, 'People don't plan to fail, but they do fail to plan.' Setting lifetime goals is all about starting with the end in mind – thinking about the outcomes you are hoping for. If you are clear about what you want to achieve, it will help you make the right decisions.
Will you achieve your lifetime goals?
To make the right decisions, you need to be confident that you are obtaining professional financial advice. Our aim is to help you develop your financial plans to ensure you achieve your lifetime goals, whether you want investment advice or advice about retirement planning. So you can expect higher qualifications for advisers, transparent charges and clear distinctions between the different types of advice.
Greater investment of our time and resources
We've also been investing more of our time and resources into ensuring that we comply with the rules introduced by the Financial Conduct Authority (FCA), known as the Retail Distribution Review (RDR), so that you fully understand our various service propositions and how you pay for them. You can expect transparent charges, higher qualifications for advisers and clearer distinctions between the different types of advice.
Clear information about the cost of our advice
Birchwood Independent Financial Advisers Limited provide you with clear information about the cost of our advice, and together we'll agree how you want to pay for it. You will know exactly what you are paying for and when it is due. This provides you with the transparent charges and confidence that our clients have come to expect from us when paying for advice.
“Many people take no care of their money until they come nearly to the end of it and others do just the same with their time.”
― J W van Goethe