Services - Quest Financial Planning

We offer a range of financial planning services which are designed to fit in with your lifestyle and where you are in the lifecycle (e.g. recently married or maybe you have just started your first job). The service you choose will be determined by the level of involvement that you wish us to have in your financial life. For example, you may know what you want and you wish us to execute the deal for you. Alternatively, you may wish us to conduct a full financial appraisal in order to build a financial plan for you. The real issue is what is it that you want….because our service is bespoke. It is designed to fit you and only you. We do not have a ready made package which we shape to fit all comers. We deal with each client individually, uniquely and personally.

We do not operate by taking commission. Many of our contemporaries take commission at outset and also receive `trail’ commission for ongoing servicing. We do not believe in this method of renumeration. We are totally independent, and we act as the agent for, and in the interests of, the client. It is a matter of professional pride that we are totally transparent in the way we treat you and this is no more so than in relation to remuneration. Before we commit ourselves, we each know what the approximate cost of the advice will be, and we would expect the client to signify their acceptance by signing a formal agreement. For our part, we will issue invoices and statements of account on a timely basis. As the client you are always in control and, dependent upon the level of service you choose, you can have access to a planner at most times in the business day.

We offer five levels of service. These are:

• Classic
• Executive
• Optima
• Advised execution
• Non advised execution

For business related issues, see our range of services from our Business Planning section.

To receive further information on these levels of service, contact us on 01324 832715 or email us.