Chris Page
Unbiased Financial Planning
Unbiased Financial Planning
Genuine. Authentic. The real deal...

Unbiased Financial Planning

All advisers will tell you they have your best interests at heart – we even say it ourselves! So, the question is, how do you tell the ones who really mean it? If you are looking for an adviser, then you will be expecting unbiased financial planning. But how do you ensure that this is what you’ll get? 

The answer to this question is to always check the credentials of any advisory firm you’re thinking about using. Our industry does carry markers of trust to help you find the first-class service, advice, and support you need.

The golden standard for the industry is Chartered Status. This is the badge of an advisory firm’s professional commitment to rising standards of knowledge and technical competency. It is also a public declaration of the highest professional standards, ethics, and trust.  Furthermore, it is a badge that we happen to have both individually and as a corporate firm!

So, how to tell the advisers who really do have your best interests at heart? The ones who go the extra mile to prove to you that they have unbiased financial planning at their core.

 

 

Benefits of using
Chartered Financial Advisers

We are proud of our chartered status because it means we are part of a select group who can prove their mettle. What does this mean for you though? Well, the benefits of using ‘Chartered’ financial advisers include:

1) Assurance of a high-quality service.

2) Access to advisers with a proven commitment to first-class service, advice, knowledge, and technical       capabilities.

3) Reassurance that you are dealing with reputable advisers you can trust.

4) Certainty that your adviser has your best interests at heart.

5) Guarantee of the unbiased financial planning you will be looking for.

What can you do to get the unbiased financial planning you are looking for?

You deserve to get what you are looking for when it comes to financial
planning. So, there are some measures you can take to help ensure the provider you use actively engages in ‘unbiased’ financial planning:

• Look for a Chartered Financial Adviser. It’s the rubber seal of excellence. You may pay a little more, but the peace of mind having a reputable adviser can give you will be well worth it.

• Use an ‘Independent’ Financial Adviser (or IFA). Advisers who are ‘independent’ have access to the entire market of products and providers, so they will have only your interest at heart.

• Review testimonials on sites like VouchedFor to get a true feel for what existing clients think about their advisers. In other words, find out straight from the horses’ mouth!

• Check potential advisers are regulated by the Financial Conduct Authority. If they’re not on the list, they’re probably not legitimate, so always do your homework before pressing ahead.

• Meet with potential advisers’ face to face before signing any contracts or agreeing to any costs.

• For unbiased consumer advice from the government on a range of financial products, please see www.moneyadviceservice.org.uk.

If you would like more information on our unbiased financial planning process
(especially designed with ‘you’ in mind), please do see our Process page!

CHARTERED STATUS

TRUSTWORTHY | RELIABLE | PROFESSIONAL

With Chartered status, we are one of
the leading financial planning practises
in the Chichester area.

NMA TOP 100

PROGRESSIVE | ETHICAL | ORIGINAL

The New Model Adviser Top 100 award
celebrates the best of the UK professional
f
inancial planning community.

 

VOUCHED FOR

EXPERT | ACCOUNTABLE | TECHNICAL.

Our financial advisers are checked against
a stringent vetting process and reviewed and
vouched for directly by our clients.

Lewis Brownlee Financial Services © 2019 Lewis Brownlee Financial Services Limited. All rights reserved.
Authorised and Regulated by the Financial Conduct Authority. Registered in England company number 6597644
Telephone: 01243 767 469 | Email: hello@lewisbrownlee.co.uk |
Appledram Barns, Birdham Road, Chichester, PO20 7EQ£500-£2,000
Appledram Barns, Birdham Road, Chichester, West Sussex, PO20 7EQ, United Kingdom

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