Description
With over 20 years of experience working with Brighton’s
business community and a highly qualified accountancy team, Antrams provides
integrated advice in the areas of accountancy /taxation, Business development
and Financial services. Antrams provides independent financial advice through
a team of specialists providing expertise in both the individual and
business market.
Antrams is
a client focused business which operates on the principles of fairness
and value for money. We are proud both of the long term relationships that
we have built with our clients and our growing reputation in Brighton and
the South East as a provider of quality advice. Our professional advisory team is fully committed to developing the
service that we can offer and is backed by outstanding technical support. The close working relationship that exists between the investment,
pension and tax planning side of the business offers a vital combination
and
we believe continues to provide Antrams with a significant edge in
the financial
advice market. How does the Independent Financial advice process
work? Initial meeting and costs
We look at the initial
meeting to get a clear idea of what your circumstances are, and also
to understand
what you are hoping to achieve. For most situations this will also involve
a discussion of risk, and timescale.
At Antrams Financial Services, we recognise that individual clients
may feel very differently about the way they wish to have their financial
affairs
managed. A key part of our role as advisers is to respond to those differences
and produce appropriate solutions.
As an independent adviser we work on both fees and commissions or in
some case a combination of the two with one discounting the other as
appropriate.
So that our clients have a clear understanding of how we charge, our costs
are covered at the first meeting and a list of commissions and a fee rate
is provided. At the end of the meeting an estimate of the cost of work
to be undertaken is discussed. Research and follow up meeting
Following our initial meeting we produce a report which summarises the
points raised, including the client’s personal and financial circumstances;
their aims and risk parameters, and the basis on which work is to be undertaken.
This document forms the basis of our research. One key advantage offered by Antrams F.S. is our ability to provide
a specialist team approach to your financial affairs at no extra cost.
By drawing on
the considerable expertise available within the practice we are able
to tackle complex financial planning issues without unnecessarily involving
you in numerous meetings and additional fees.
All of our advisers are experienced in general financial advice and
also specialise in particular aspects of financial planning. Your adviser
will undertake to draw from the team the appropriate skill set to
ensure
you
receive a solution tailored to your needs.
Recommendation and report
Once we have concluded our research we will produce a report that is
clear and easy to understand, supported by the relevant research material.
All
costs and charges are fully disclosed and highlighted.
Our report serves as the agenda for our follow up meeting and provides
clients with a permanent record of our advice. At this meeting we will
also agree a review process so that our clients can be confident that
the ongoing servicing of their financial affairs is being addressed.
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