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.