Features and Benefits of Our Services
At 1st Chartered Financial Planning Ltd all our clients are of equal importance but not all will require the same ongoing advice, reporting or frequency of meeting with us. As a firm of independent financial advisers, we have access to the whole financial services market place, enabling us to advise upon and arrange the most suitable products and services, tailored to meet with your own unique circumstances. To cater for differing needs we offer alternative services and fee options, so with our help you can choose the service that best meets your needs which may include some or all of the following:
We will define how we will work together with you,
learn about you and your goals and answer your questions,
analyse financial planning strategies and investment choices and allocation strategies to help you make informed decisions,
implement the financial planning strategies that best achieve your goals,
measure, manage, and report to you your progress towards your financial planning goals with Ongoing Client Education Programmes,
and update your financial plan to accommodate changes.