© 2011 Andrew Dickson Limited - chartered financial planners
Services - Financial Planning
Perhaps you want us to answer just a single question or may be carry out a full "personal financial planning review" or something in
between. We will be pleased to talk to you and see how we can help.
With any proposals we make, we will explain your options as to the way you can pay for our service.
In every case we need to be sure that we have adequate information about your particular situation to make sure we fully understand the
issues you want to resolve and give good advice. We are then able to provide clear recommendations.
Our work for you will involve careful planning and is likely to include tax issues, your own attitude to different sorts of investments and
insurance needs as well as "affordability".
Once we have established and agreed your priorities we should be able to help you make a well informed decision on the best way
forward. Finally we will help you complete any arrangements that may be needed.
If investments, insurance and so forth are needed, we will select suitable products from the market as a whole, with comparative
quotations, where appropriate, for your approval.