How We Work 

Whatever your objectives, there are basically four stages to our financial planning process 

1. Consultation 

An initial meeting with one of our qualified financial advisers 
An opportunity to ask questions and understand what we do 
Opportunity for us to establish what your financial needs are 
Discuss our service propositions and the costs involved 

2. Review and Recommendation 

Review of existing finances and personal circumstances 
Explore attitude towards investment risk 
Analysis and design of your investment strategy 
Presentation of our recommendation 

3. Implementation of your investment 

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

4. Ongoing services 

Structured reviews 
Assessment of ongoing circumstances and consequent recommendations of any changes needed 
Regular updates and information regarding your investments 
Choice of differing levels of support 
If you become an Advice4U client, we will continue to support you with regular reviews and adapt your investment strategy as markets and financial legislation change, to ensure your financial goals and aspirations are achieved 

What Do We Charge? 

Our initial consultation is free of charge, as this helps us to understand your financial objectives and will confirm how we can support you in working towards achieving them. 
After this, the costs will depend on exactly what you require from us. At all stages we will be open and clear about the way we charge and what those charges will be. 
A full breakdown of our current charges can be found in our document ‘Services and Costs’. 

Who Regulates Us? 

Advice4U Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA Register number is 671527.  
You can check this on the FCA’s Register by visiting the FCA’s website or by contacting the FCA on 0800 111 6768. 
If you would like to join the growing list of satisfied Advice4U customers, please get in touch: 
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