This is our opportunity to get to know each other better. We will ask you questions about your aspirations and current situation and hopefully remove any anxiety you may have about using a financial adviser.

Research

Once we know what you are looking for, we will search the whole financial market for the correct products, funds or tax planning tools to fulfill our obligation to give you the best advice we possibly can.

Second Meeting

We will provide you with your tailored financial review and the findings and recommendations, supported by your personalized Key Features document, product brochures and research information. We will explain in simple plain English, what we intend to do, how much this will cost, and how the product or service will work for you.

Recommendations

Once you have fully understood and accepted our recommendations, if you are happy to proceed we will complete the necessary paperwork and get the process moving. On acceptance of our recommendation we will issue a full, comprehensive report reiterating what we have agreed, why we have recommended such product and so on.

Post Advice Services

It is vitally important to the success of our advice that regular monitoring of your portfolio and the performance of your investments be regularly checked. We like to see our clients at least once a year and more often if required. Our philosophy is that in order to maintain a solid adviser-client relationship, communication is fundamental.

Referrals

Our New business stream is vitally important to the financial growth and security of FSC Investments, as such we welcome our client’s help in meeting like minded people who would find our services beneficial. It is a fact that a large part of our business comes from referrals from existing clients.