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A refreshingly clear approach to your financial planning

Regular Review Services

We believe that regular financial reviews are essential to help you avoid the financial stumbling blocks, and keep you on the right track to achieving your aims, although we feel that twice a day as per Les Brown is a little excessive!

Whether you wish to increase your wealth, preserve your wealth or use it to support you in later life, we are able to provide you with the on-going advice and support you need to achieve your aims.

Following the implementation of our initial advice recommendations we offer two on-going Investment Review Services that provide different levels of support depending on your needs and wishes.

Foundation Service

This is a ‘light-touch’ review service we created with portfolios of up to around £50,000 in mind, although this is not a firm restriction.

Foundation is a low cost, telephone-based annual review service where the investment performance of your portfolio and any changes to your objectives or circumstances are discussed to enable your adviser to recommend alterations that may be required to keep you on track.

Full features of this service can be found by downloading our Service Proposition and Engagement Document.

Investment Review Service

This is our most popular service. It provides our clients with an annual face to face investment review with their adviser which covers the same areas as at the initial advice stage – but a year later when many things may have changed. Such as …

  • Your investment goal – why are you investing?
  • Attitude to investment risk
  • Capacity for loss
  • Your timescale
  • Your current and future income needs
  • Taxation

The Investment Review Service is suitable for clients who want a relationship with an adviser who is fully aware of their financial situation and their investment goals, and is committed to helping them to succeed in their aims. The benefits of having regular contact with an adviser who is ‘in tune’ with your needs is difficult to over-emphasise.

Full features of this service can be found by downloading our Service Proposition and Engagement Document.

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 © 2015 Arcaria Financial Solutions Ltd.

Arcaria Financial Solutions Ltd. is authorised and regulated by the Financial Conduct Authority
Registered office: Warden House, 37 Manor Road, Colchester, Essex, CO3 3LX
Company registered in England and Wales. Registered No. 8048391

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If you wish to register a complaint, please write to or telephone Arcaria Financial Solutions Limited, 14 Westlake Crescent, Wivenhoe, Colchester, CO7 9RZ.  Tel: 01206 823953

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.