How We Work
On receiving an enquiry we invite a prospective client to come to our offices for a preliminary meeting. The purpose of the meeting is firstly to establish whether we are able to assist with the prospective clients needs and objectives and secondly to discuss our fees for our services should we be instructed to proceed.
After the initial consultation we will agree with you the cost of our fees for the services and work to be undertaken for you. Generally this will relate to the arrangement of financial products on your behalf, but where this is not appropriate or you choose to receive advice only, different charges will apply.
We also provide various on-going service propositions which can be viewed and downloaded from our About us (legal information) part of our web site. For our investment and pension clients this on- going service is very important.
Information and details of our services and charges can also be viewed and downloaded from our About us (legal information) part of our web site.
We will discuss your payment options with you and answer any questions you have. We will tell you the amount before we carry out any business for you
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
Southam Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 705150