How we can help
It’s the question that keeps us all very aware of the needs and requirements of our clients, and one that we quite often start our brainstorming meetings with (Yes – we do have them!) Whilst advice is not free, and many may choose a ‘Do it Yourself’ approach, it often becomes apparent to even the most savvy individual that there are certain times, when certain complex issues arise, either in pensions, investments or Estate or Tax planning, when you may need some guidance and assistance.
We call those ‘touch points’, when people have a question they need answering. So we thought we would put together our top 10 reasons (or touch points) why you may need assistance in areas that affect your family’s wealth and happiness. The first list is easy, but with ongoing digitalisation of financial and investment management services there are other areas to consider.
- To protect your loved ones
- To help plan your spending and saving
- To plan your retirement
- Inheritance Tax (IHT) & Estate planning
- To find a genuinely objective product assessment
- To find and retain the right mix of assets
- To help your dreams come true
- Tax planning and saving money
- To help you stay on track
- To provide you with good old fashioned peace of mind
Financial Planners will have a wealth of practical hints and tips to help improve your finances. Ultimately, a good adviser can and will influence, and potentially even change client behaviour. In a world where personal finance issues have become increasingly – and often unnecessarily – complex, an adviser can help clients figure out what is true and what isn’t. What works, what matters, what is useful and appropriate, and what can go wrong. There are few people with the expertise to do all that for themselves, as nobody can do it objectively. Which is why a good adviser is a necessity.
Our pledge is to provide a service which is clear and easy to understand. We provide our clients with information and keep them informed before, during and after the original point of contact.
Our clients are provided with advice which is clear, suitable and takes account of individual circumstances. Our clients will not and do not face unreasonable barriers to change products or switch providers.
What to expect
Building the relationship
Our Client Proposition seeks to provide you with an overview of The Premier Partnership Limited, the services which we provide and how we charge for them.
We use a robust process to ensure we deliver a high standard of service to our clients. We treat customers fairly and believe that customers should be offered a transparent charging system for the advice they are given.
We want to ensure that our clients are clear about the service they receive and how they will receive it.
We will always aim to provide you with the solution that is most suitable to your circumstances.
Through discussion and agreement with you we will identify the best solution for your needs without any bias.
Your circumstances may mean that we do not recommend any services from us.
Transparency
Our clients are provided with advice which is clear and takes account of individual circumstances. Our clients will not and do not face unreasonable barriers to change products or switch providers.
Fee Based
We all have financial needs, and finding an affordable solution to meeting those needs is an area that many people seek advice upon.
Our advice and services are paid by fee. All our pricing and charges are transparent and easy to understand.
