Our service proposition

Initial consultation

  • Initial meeting with our qualified financial planner 
  • A chance to ask questions and understand our service 
  • Opportunity for us to find out what help you require 
  • Discuss the options available to you from our menu of services 
  • Information about our charges 

Fees for this part of our service - at our expense

Preparation of Financial Analysis and Plan

  • Gathering of information about your existing financial arrangements
  • Full risk profile completed 
  • Cashflow Analysis completed if required 
  • Analysis of your current holdings to see if they match your risk profile 
  • Recommendation of an asset allocation that matches your risk profile 
  • Preparation of detailed report outlining our recommendations 
  • Second meeting to explain and discuss your report in detail 

Fees for this part of our service - at our expense

Implementation

  • Handling of all fund and policy administration on your behalf 
  • Regular updates to keep you informed of progress 
  • Ensure all your documents are issued in line with your expectations 
  • Confirmation of all actions taken on your behalf in writing 

Fees for this part of our service - please ask for our Client Agreement

Reviews

  • Structured annual reviews to give you peace of mind 
  • Assessment of your current circumstances and any changes to your plans that are needed 
  • Annual updates and information regarding your holdings 
  • Ongoing support with correspondence and administration issues 
  • Transactional only service is available. There are no regular updates or ongoing service. 

Fees for this part of our service - please ask for our Client Agreement


Taylor & Henderson are authorised and regulated by the Financial Services Authority.