How Our Services Work | Alexander Price Limited
• Initial meeting; no charge or obligation
This initial free meeting is all about you, understanding your needs and priorities and for us to explain how Alexander Price can help, subject to your consent. Your adviser will ensure that you leave the meeting with a clear understanding of how we work as independent advisers and our open approach to holistic financial planning.
• Discuss and agree method of remuneration
Before agreeing to undertake any work on your behalf, your adviser will fully explain the remuneration options available. Many clients now prefer our fee based services but there are several options to consider. We believe in a transparent approach with no hidden extras or surprises. You will be in control every step of the way and your adviser will be working for you to ensure complete client satisfaction.
• Discuss general objectives and outline proposals
Following on from the initial meeting, we will always ensure we are working for you. By gaining a clear understanding of your objectives, as independent financial advisers, we are able to ensure that any proposals directly meet your personal requirements, taking into account your current and future circumstances. The client/adviser relationship is extremely important and all our advisers are highly experienced and qualified.
• Dispatch to you our report and recommendations
Once your adviser has all the facts, he will then use the information to research the entire market place for the best possible solution to suit your requirements. As independent advisers we are not restricted to certain companies, funds or products. A detailed report will be sent to you to read before attending a meeting to discuss the recommendations in more detail.
• Discuss and agree recommendations and implement as required.
This final stage will involve going through the recommendations in more detail to ensure that you have a clear understanding of the proposals that are being made. Then and only then, subject to your agreement, we will implement the recommendations and monitor the process from start to finish.
• Consider our optional continuous care service
As financial advisers, we fully understand that people’s needs and circumstances change. Whether it’s a change in employment, a new member to the family, bereavement or a lottery win enabling you to move abroad (well we can all wish!) it is important to ensure that any recommendation we made and implemented for you, remains suitable to your requirements. Therefore we offer a range of continuous care service options which your adviser will discuss with you.
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