Independent Financial Advisor & Mortgage Brokers
37a North Bar Within, Beverley, East Riding Of Yorkshire, HU17 8DB
Hull 01482 350375 Sheffield 0114 3087676
Our process
The way we work
As financial & Mortgage Advisers, our success depends on building successful long term relationships with clients. Honesty, integrity, good service, going the extra mile - these are the things we believe matter to you, and these are the guiding principles that underpin our approach to business.
As an Independent Financial Adviser we are not tied to any particular provider and can advise you on products from across the whole market. I will always take a rounded view of the options – considering factors such as charges, customer service and financial resilience.
This means I will offer the most suitable solutions for your individual needs and circumstances.
STEP 1 - Understand
• Introduction
• Agree remuneration method
• Review existing plans
• Identify goals and objectives
• Information gathering
STEP 2 - Advice
• Assess objectives
• Research
• Devise investment strategy
• Select product(s)
• Recommendation
• Suitability report
STEP 3 - Implementation
• Apply to product provider
• Complete documentation
• Process applications
• Policy documentation.
STEP 4 - Ongoing Service
• Assess continued suitability
• Complete new investment risk questionnaire
• Annual suitability report
• Ongoing access to your adviser
Our guiding principles
Best advice - providing you with products and services suitable for your needs
Great Service - prompt, reliable, friendly, always centered around you
Clear, open communication - so you always know where you stand
Good information - honest and accurate, timely and relevant
Continual improvement - enhancing and updating our service to you
Quality control - identifying failings and putting them right
Checking and monitoring - reviewing information, tracking process
Our team consists of highly qualified and motivated professionals, who are all experts in their field. With many years of
experience in the industry, they have the expertise to provide comprehensive, first-rate services to our clients.
Consultation
This is where we get to know each other.
We'll explain what we offer, how we work and the cost of our services, and we’ll listen closely to you.
Advice
This is when we find the solution
We'll develop a financial strategy tailored to your needs.
Implementation
This is when we do the paperwork
We'll help you with the paper work, liaise with the providers and make sure everything runs smoothly for you
Ongoing Service
This is where we keep supporting you
An ongoing service with a separate charge, allows us to assess the continued suitability, track your attitude to risk and gives you ongoing access to your adviser.
Independent Financial Advice & Mortgage Brokers
2nd floor, 37a North Bar Within, Beverley, HU17 8DB
Call us Now on 01482 350375 or Sheffield 0114 3087676
Privacy Policy Best Execution Policy Client Classification Conflicts of Interest Policy Your guide to making a complaint Personal Client Agreement
Linkage Financial Solutions Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Linkage Financial Solutions Ltd is entered on the FCA register (www.FCA.org.uk) under no. 998729. Registered office: 2nd Floor, 37a North Bar Within, Beverley HU17 8DB. Registered in England and Wales Number: 14757948.
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