How Our Fees Work for Financial Advice
Initial Advice/Set Up with our Independent Financial Advisors
The first meeting with our independent financial advisors are without cost or obligation. From our base in Eastbourne, East Sussex, we serve clients in Bexhill, Hastings, Lewes, Newhaven, Seaford, Uckfield, Crowborough, Tunbridge Wells, Brighton and Hove as well as further afield.
The initial chat with your financial advisor provides the opportunity to chat things through, describe our services and explain the how our fees work. We will be happy to answer any questions you may have and this really helps us to understand what’s required and if we are able to help. To arrange a free initial discussion at your home, workplace or our offices contact us today.
As is typical for financial advisors in Eastbourne, East Sussex and across the UK, we will give you a fixed cost for providing our advice and this fee would take into account our time, research, advice, and policy/plan implementation.
Once you are happy with this, a fee agreement will be issued giving you complete peace of mind that there will be no unexpected charges to meet.
As independent financial advisors we feel that it’s important to give you the choice about how you want to pay for our services and that you pay a fair price for the advice you receive. You choose whether you meet this cost directly or it is paid via the product provider of any new policies you buy.
Clifford Osborne are independent financial advisors. We make recommendations based on a comprehensive and fair analysis of the market. We will place no restrictions on the investment markets we consider unless you instruct us otherwise.
We will, however, only make a recommendation when we know it is suitable for you.
Ongoing Review /Suitability
As your financial advisor, we offer three levels of ongoing service and you select the one you feel is most appropriate to your needs. A service fee agreement will be issued and no additional costs incurred. We review all plans at least annually to ensure continued suitability.
We are not tied to any financial institution and therefore offer you truly independent advice. A free, initial no obligation review meeting can take place at our offices in Eastbourne East Sussex, at your workplace or in the comfort of your home.
If you are considering taking independent financial advice we would love to talk to you. Call us without obligation or complete the enquiry form and we’ll contact you as soon as we can.
We are happy to serve clients with any level of wealth.
Call 01323 403 444 or use our secure form via the button below: