Send to a friend  Print   

7:28 am on 5 January 2009 (462 views)

Are you paying too much for your financial adviser?

0
0

Category : IFA Related

Limited offer for 2009
I have launched a special "club" for 2009 which allows potential clients to set the price for what they wish to pay me for one year's service.The process is this: get in touch through Rubii (click the 'Contact Now' button on this page) and I will meet with you to see where and how I can help you and I will tell you all about what I can and will do for you. We can both agree on what you feel is necessary and how YOU wish to be serviced etc. It could be weekend meetings, helping teach your kids finance, cash flow analysis, investment ideas, being accountable and having someone as your sounding board, coaching you......whatever it is you think you need and what I think you need, all wrapped up into a service proposition designed by you. Complete continuity and peace of mind that I am always going to be there.So, get in touch and make 2009 different to before. So far this week (since my idea) I have had 3 people sign their special agreements and very much look forward to working with them this year.Why am I doing this?I am fed up of hearing about people either not happy with the service from their old adviser or the poor advice being given in banks and the unreasonable charges some people are getting consumers to pay who do not know any better. In an era of Treating Clients Fairly, what could be more fair than letting you select the price you deem suitable? No arguements and easy access to what some people believe is a lot of money anyway. I want to help shape a better industry and help people achieve what it is they want to.Let us take that journney together! Have an outstanding 2009.Adrian

> Give this post the thumbs up or thumbs down Thumbs upThumbs down
 Share / Bookmark :
Facebook  Digg  Reddit  StumbleUpon  Del.icio.us  Mixx  Tip'd  Twitter  RSS

  •  

    Comment as a Guest below or Login / Register

    Read our Community Guidelines

    Your Name

    Please enter your name

    Email Address (this will not be shown)

    Please enter your email address
    Invalid e-mail address

    Comment :

    Please enter a comment

    Verification: Enter the text you see above
    Please enter the verification text

    Submit


  No searches yet.
Join Rubii
Recent posts by this blogger
Most recent blogs
Adrian Kidd - Unleash Advice Partnership

Adrian Kidd's Blog

Popular posts

Julie Bayley - Keswick IFA - A trading name of Acorn IFM Ltd

Julie Bayley's Blog

Popular posts

Partners and Affiliates

SSL

∗ Disclaimer: While we endeavour to ensure that the information on this Website is correct, we do not warrant the accuracy and completeness of the material on this Website. The information provided by this Website does not constitute financial, investment or tax advice and is intended to provide only general information. You are advised to discuss your specific requirements with a financial advisor authorised to carry out regulated activities prior to entering into any binding contracts. We will not be responsible for any errors or omissions on this Website and we disclaim any liability and responsibility arising from any reliance placed on information obtained from this Website including, but not limited to, material submitted by Consumers or available on our Website via hyperlinks.