The basis of any financial advice, or planning, is to “know your client” in order to identify any areas of concern, or need. To achieve this a financial planning review is available for both personal and business clients, tailored to take into account the differing needs particular to each.
This is usually achieved with an initial meeting, which typically takes about an hour, during which an overview is given in relation to the areas on which The Crescent Partnership LLP is able to offer advice.
If you, “the client”, then feel comfortable to proceed, having met, and having been provided with our Terms of Business Letter and/or an Initial Disclosure Document, then the basis of remuneration would be agreed, and a fee structure, a commission agreement or a combination of the two, would be established.
Any recommendations subsequently offered would be on an independent basis, which means that we would be acting on your behalf in identifying the most suitable solutions and product providers to meet your needs.
A great deal of research is carried out, using independent research systems, to assist in identifying the most appropriate solutions.
* We provide some services and offer advice on certain products that are not currently regulated by the Financial Services Authority (FSA). The relevant services and products are as follows:
Services:
Products:
• Tax Advice
• Some types of Permanent Health Insurance
• Some types of Critical Illness Insurance
• Private Medical Insurance
• National Savings Products
• Building Society and Bank Deposits
Registered in England & Wales. Partnership Number: OC300545
Authorised and regulated by the Financial Services Authority. Entered on the FSA register (www.fsa.gov.uk/register/) under reference 197473
