The new world of UK retail
Financial Services commenced on 31st December 2012. If you haven’t
heard of these new initiatives and changes, they are called the Retail
Distribution Review (or RDR for short) introduced by the professions regulator,
the Financial Services Authority (FSA). We have posted other informative blogs
on this website relating to RDR changes that will affect clients and advisers
alike.
Change always brings challenges
and the RDR is no exception.
From a client’s perspective, what
should they now be looking for when seeking financial advice and help?
From Chapters Financial Limited’s
point of view, how we help you add value to your personal financial planning?
Transparency
Chapters Financial has continued
to operate a transparent Client Agreed Remuneration (CAR) model for the past 6
years. This is the model which the FSA has closely adopted for its new advice
regime. We are proud to continue to offer independent advice based on enquirers
needs and requirements.
Professional Service
The team provides an open,
friendly and professional service based on integrity, values and commitment to
the financial planning process. The initial meeting is usually provided at our
cost. If during this meeting we do not believe we can add real value, then we
tell the clients or enquirer accordingly.
Delivery
At the end of our initial
meeting, if agreed, we will produce documents which detail our clients’
objectives, how we aim to achieve those objectives and the fee/charges which
the client will incur for engaging our service. This relaxed and professional approach
means that we meet with the client’s requirements in a timeframe to suit them.
Chapters Financial Limited continues
to offer financial planning, advice and service as Chartered Financial Planners.
If you would like to discuss your Financial Planning with
one of professional advisers then please contact us on 01483-578800.
We look forward to working with you.
Chapters Financial Limited is authorised and regulated by the Financial
Services Authority, number 402899
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