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A refreshingly clear approach to your financial planning

Transactional Advice

You may not wish to have your financial affairs actively managed, or you may simply want us to undertake one-off or infrequent transactions for you. If this is the case then we will be happy to work with you on a transactional basis.

Are the advice charges different?

We do not discriminate between transactional clients and those who wish to undertake regular reviews. The fee calculation and charging process for ‘one off’ advice is the same for both and is based on our charges for Initial Advice. We will tell you what our fee is at the end of our introductory meeting and agree the way forward. This fee will be fixed, unless you make substantial changes to the scope of the work, or significantly increase the sum to be invested during the project.

Just to be absolutely clear we think it is important that you should understand what we will not be doing if you do not wish to engage in an on-going service.

We will not

  • routinely update your client file.
  • proactively contact you if we believe that legislative or economic changes may be relevant. If you wish to contact us in this regard there will be a fee for updating your client file and any subsequent work undertaken.
  • produce reports, annual or otherwise, unless as part of billed work.

Please note that if you wish to invest, but only want a light-touch, low cost approach to managing your investments, then our Foundation Service may be appropriate.

CII Code of Ethics                                     Privacy Policy

 © 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.