AffinityFinance Develops Unique Advice Process for Handling Finances in Worthing

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AffinityFinance Develops Unique Advice Process for Handling Finances in Worthing

February 27
18:15 2020
AffinityFinance Develops Unique Advice Process for Handling Finances in Worthing

Worthing – AffinityFinance, at https://www.affinityfinance.co.uk/, has created its Advice Process, designed to make receiving financial advice as straightforward as possible for its clients in Worthing. AffinityFinance developed the Advice Process to serve as a template for every client interaction. As a result, the company is now the leading financial advisor in Worthing.

The Advice Process begins with an Introductory Consultation. This is to enable the client to become acquainted with the AffinityFinance team and determine if they will be suitable partners. At this stage, present a Client Service Agreement so that all parties are on the same page. This consultation is entirely Free of Charge and carries no further obligation. Should the Client decide to go with a different Financial Advisor, they will be free to do so.

Next, AffinityFinance will learn as much about the Client as possible by collecting thorough personal financial details. The company will use this information to create a Client Fact File. The team uses this file to compile advice and create a financial strategy that will help the Client manage their Financial Plans & Accounts in the best way possible.

Then, AffinityFinance formulates advice and recommendations depending on the needs and goals of the Client. After the Client approves the proposals, AffinityFinance will assist with completing any necessary Applications to put the strategy into action.

Finally, the process shifts to focus on ongoing service and maintenance. In this stage the, Client and Adviser agree an appropriate Client Service Plan. This process helps clients know exactly what to expect once the strategy is in place. All steps require extensive paperwork and follow up with the client so that both parties are on the same page throughout the process. 

AffinityFinance applies the Advice Process to a variety of financial planning tasks such as Tax and Inheritance Planning, Savings, and Investments, as well as Pensions and Annuities. Even clients seeking general financial advice are welcome to work with AffinityFinance and go through this process.

AffinityFinance encourages any business or individual in Worthing with questions about the Advice Process to contact the team by phone, email, or by visiting in Worthing, at https://goo.gl/maps/skBXU1tZ1Day2hkf9.

Media Contact
Company Name: AffinityFinance
Contact Person: Media Relations
Email: Send Email
Phone: 0330 999 0393
Address:Nutley Ave Worthing
State: West Sussex BN12 9AS
Country: United Kingdom
Website: https://www.affinityfinance.co.uk/