Money Adviser LLP
10 Knights Close, Willenhall, West Midlands. WV13 1NG
Tel/Fax: 01902 608101 Mobile: 0781 0800499 (8am-8pm Mon-Fri, 8am-12.30pm Sat) Email: firstname.lastname@example.org
INDEPENDENT FINANCIAL ADVISERS
Money Adviser LLP are West Midlands based fee charging Independent Financial Advisers, offering clients, trustees and professional advisers a choice of services matched to your core values and intrinsic principles and a comprehensive range of financial solutions backed by qualification, experience, expertise and high levels of on-going service.
The firm’s Principle, Paul Ojelay states: “Our purpose is to make the world into a better place by helping people feel better about themselves, their financial situation, their financial security, and lifestyle”.
Money Adviser LLP clients are valued and treated as individuals. Your goals and requirements are important to us and we believe that taking the time to talk to our clients on a one to one basis helps us to establish exactly what you expect from us and helps us to determine what you want to achieve within an appropriate timescale
Our client relationships are based on trust, respect, service and professionalism. We provide the personal touch in a high tech world.
We offer professional and independent advice and coaching from a qualified and experienced trusted Chartered Financial Planner. The fact that we are independent means that we act on your behalf and research the market to locate the products and services that best suit your current needs and circumstances.
Once we understand what is important to you and document your aims and aspirations, we carry out comprehensive research of the market, formulate and present solutions and recommendations based on what you want to achieve.
We are committed to reviewing your circumstances and personal situation on a regular basis – unless you agree otherwise at the outset – aiming to assess any changes in personal requirements, market conditions and changes in financial regulation and endeavouring to ensure that you continue to receive appropriate advice.
SERVICES AT A GLANCE
§ Investment Portfolio Construction & Asset Allocation plus Review of Existing Savings.
§ Personal Taxation Advice
§ Retirement & Succession Planning
§ Inheritance Tax & Asset Preservation
§ Life Insurance
§ Health Insurance, Critical Illness & Income Protection
§ Mortgage Advice, Help to Buy Scheme
§ Shareholder/Key Persons Protection
§ Trustee & Professional Services
An Annual Review Meeting With Your Adviser Including
A Complete Review of your Financial Strategy
The Money Adviser 12 Point Financial Health Check
Mobile & Email Access To Your Adviser
Face to Face Access To Your Adviser Between Review Dates
The Professionals Service:
Strategic Updates To Your Accountant & Other Professional Advisers where necessary
Supplying End of Year Taxation Information (as required)
Recommending Suitable Professionals As Other Needs Arise
The Portfolio Construction Service:
Using A Scientific Risk Profiling Methodology
Design of A Suitable Asset Allocation
Portfolio Design and Construction
The Portfolio Management Service:
Access to Portfolio Valuations
Re-Weighting of Asset Allocation To Benchmark
Written Portfolio Valuations On Request
The Priority Response Service
Phone Calls & Emails Returned Within One Working Day.
The Remove The Hassle Service
Taking The Complexity And Hassle Out Of Administering Your Financial Life
The Second Opinion Service
Making Ourselves Available To Consider New Ideas From Whatever Source They May Originate.
The Inheritance Tax & Estate Planning Service
The Taxation Planning Service
In Conjunction With Your Accountant And Other Taxation Advisers
The Pensions Service
OUR TREATING CUSTOMERS FAIRLY Policy
At Money Adviser, we believe that Treating Customers Fairly should not be just a statement but a consistently measured and improving on-going client journey.
Therefore we have implemented what we believe is an effective system of continuous assessment and improvement, using gap analysis and action plans.
Email Your Enquiry To: email@example.com
Money Advice Service - https://www.moneyadviceservice.org.uk/en
Public Guardian – Lasting Powers of Attorney - www.publicguardian.gov.uk
Pension Advisory Service - www.pensionsadvisoryservice.org.uk
Bank of England - www.bankofengland.co.uk
BBC Business News Online - http://news.bbc.co.uk/1/hi/business/default.stm
Financial Times – Market Information - www.ft.com/home/uk
National Landlords Association - www.landlords.org.uk
Experian Statutory Credit Check - https://secure.wiseconsumer.uk.experian.com/wiseconsumer/secure_index.html?data=31
Equifax Statutory Credit Check - https://www.econsumer.equifax.co.uk/consumer/uk/order.ehtml?prod_cd=UKSCR
Money Adviser LLP are authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate taxation advice, trust advice, some aspects of health insurance and succession planning. The number of complaints Money Adviser LLP has received this year is 0. The number of complaints Money Adviser LLP has received since business inception is 0. Please contact us for fee details. If you are in any doubt about any of the information contained on this web page, then please contact us for clarification.