|
Acorn Financial Services (AFS) is authorised and regulated by the Financial Services Authority (FSA) to advise on and arrange: Life Assurances, Pensions, Collective Investments, Personal Equity Plans, Individual Savings Accounts, Mortgages, Non-Investment Insurances and Financial Planning.
AFS is an independent advisor and will act only on your behalf in advising you on products from the whole market.
AFS is bound by the rules of the FSA. With regard to investments we arrange for you, theses will not be kept under review unless we have been specifically asked to do so by you.
We offer a convenient Home Service to better fit in with the busy lifestyle of our clients.
We are passported for Insurance Mediation in the following countries; Cyprus, France, Germany, Gibraltar, Malta, Portugal and Spain.
LIST OF CHARGEABLE SERVICES
Not all firms charge for advice and product brokerage in the same way. We offer the following payment options; Paying by fee, Paying by commission, paying by combination of commission and fee. We will discuss these options with you to establish your preference.
N.B. Fee's billed at the rates current at the time of undertaking the work.
Service Item No. |
Description |
|
|
1 |
Personal Fact Find - Confidential Data Capture Process |
2 |
Analysis and Identification of Client Need(s) to meet Client Objective(s) |
3 |
Research to identify the best solution(s) to meet Client Need(s) and attain Client Objective(s) |
4 |
Research to identify the most suitable product provider(s) and policy(ies) |
5 |
Presentation of our recommendations to Client(s) as a Financial Plan of Action |
6 |
Implementation of the agreed Financial Plan of Action - policy placement(s), related administration and progress management |
7 |
Annual Review of progress against Plan |
8 |
Arranging suitable Trusts |
9 |
School / University fees planning
|
10 |
Review and report on existing investments |
11 |
Comprehensive financial planning report service |
12 |
Pension Reviews and Pension Tracing |
13 |
Pension Transfers - Individual and Group Schemes |
14 |
Long Term Care Insurance, Private Medical Insurance |
15 |
Will Writing |
16 |
Non-investment Insurances; life, income protection, household |
17 |
Mortgages and Equity Release |
18 |
Employee Benefit Schemes - selection and installation |
19 |
Commercial Loans |
20 |
Partnership / Shareholder Protection, Key man Insurances |
|
|
