Our Service to You - solutions start with us
Dickson’s Independent Financial Advice is not just the provision of a tailored package of market-leading financial products that we select from the performance leaders in their respective fields. We believe in providing a service with which our clients will be delighted. That means a customer-driven service where nothing is too much trouble. In support of this ambition we provide:
1 Full individual fact finding client meetings prior to advice, on a face to face basis, usually on-site or at another convenient location.
2 Written recommendations, including client specific illustrations and key features documentation, with full reasons for the specific financial strategy suggested.
3 Dealing with the insurer or investment house, both before and after the relevant transaction.
4 Ongoing financial advice to individuals, employees or trustees on both a reactive and proactive basis
5 Programmed annual reviews, with unlimited access to qualified Independent Financial Advisers during the year on an ad-hoc
6 Tax Planning and Advice Service
Your payment to us
In common with many IFAs, we are normally remunerated on a commission basis from an insurance company or investment house.
We are also able to act on a “professional fee basis”, where our standard commission entitlement can be sacrificed in exchange for a fee, based on an agreed hourly rate. A written quotation is always supplied.
Dickson Financial Services
Whether for an organisation or an individual, a group or a single employee, Dickson Financial Services will provide a tailored, high value financial package which will accord exactly with our client’s needs.
