We believe in building longstanding relationships, our business is built on reputation and recommendation and this can only be achieved by offering high quality, yet affordable advice.
The Advice Process
Where you require our advice, we offer an initial discussion at no cost. We will take the time getting to know you, understanding what your requirements are and explaining how we may be able to help you. During the meeting we make it clear to you, the different ways in which financial advice is paid for and suggest the most cost effective route for you to take. At the end our meeting, we will clearly define the next steps forward. However if you are not satisfied with our proposition, you are completely free to walk away without charge.
We will keep you informed throughout the process and ensure that you fully understand the advice by using plain language and not jargon.
We also have close contacts with other professionals such as solicitors and accountants, enabling us to assist with all your financial needs.
Sirius Financial Planning is dedicated to Treating Customers Fairly and in providing a personal service. We believe in honest, fair and transparent dealings with our clients, which will develop into trusting, sustainable relationships.