Financial-Adviser.com   Plain speaking advice - you can trust

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FULL FINANCIAL ADVICE REPORT SERVICE

Prepared by Fully Qualified and Regulated Financial Advisers with at least Fifteen Years Experience.
REGULATED BY THE FINANCIAL SERVICES AUTHORITY


CALL US FREE ANYTIME ON 0800 6 95 75 94


USING THE BEST OF BREED FUND MANAGERS
 AND PROVIDERS FROM THE WORLDS TOP INVESTMENT COMPANIES.

 

IMPARTIAL & ACCURATE
 BESPOKE
PERSONAL FINANCIAL ADVICE REPORT

 

Full Financial Advice Reports - Be Informed
 

Are you concerned about your investment portfolio; do you need some new, up to date, strategies for your money. Whether it is income, growth or both you need, 2008 will present some challenges. I will provide you with a full, comprehensive and entirely personalised financial report giving you the best financial advice for the latest risk strategies, portfolio planning, tax saving, asset allocation, top performing funds and managers. As well as how to obtain any financial product or service in the most cost effective manner, this alone can save you literally thousands of pounds in fees and commissions.

 

I have been offering financial advice to private Clients, Corporations and Local Government for twenty years. I now manage the financial affairs for over five hundred carefully selected Clients. My team based in York have direct access to the best fund managers in the industry as well as the best analysts, statisticians and global fund reporting services available. It has taken me twenty years to gather the technical expertise from the World's best to offer what I believe to be the best financial advice available from any source. We hold regular face to face meetings with the better fund management and insurance companies.

 

Working together as a team we offer the products and services of the following providers plus many more.

 

Invesco Perpetual Prudential Standard Life Norwich Union Axa Zurich Advice Network Fidelity Canada Life Sterling Cofunds 7 Investment Management Jupiter Gam Hendersons Gartmore HSBC Friends Provident Allianz Resolution Asset JP Morgan Newton Schroders Scottish Widows SG Asset. Also By Referral To St James's Place Plc.

 

 

I will provide you with the very latest and up to date financial strategies from the best of the best in the financial industry.  Included in your report is a full financial risk profile study based upon your responses during our one hour telephone interview. We than utilise your personal risk study to analyse your existing investments and savings holdings and combine this with the latest in stochastic asset allocation modelling, create a new plan for your financial holdings that will improve your chances of a better return, reduce tax and management costs as well as reset the risk profile of your holdings to match your current tolerance of risk.

 

We will also provide one years portfolio monitoring and reporting to keep your new strategy in place. If you elect to invest with is on a commission basis the full service report fee is refunded in full.

 

 

Peter Hopkins Cert PFS
Director Financial-Adviser.com

 

Personal Financial Advice Reports
three service levels.

 

Platinum
Financial Plan
100 Page Fully Personalised and comprehensive Advice on all financial matters. Fee £1500.00
Gold
Financial Plan
75 Page Fully Personalised and focussed on Investments Fee £750.00
Silver
Financial Plan
Personalised Report with  Generic Financial Advice Fee £500.00

 THE FEE FOR EACH REPORT IS FULLY REFUNDED IF YOU INVEST £50000 OR MORE IN ANY RECOMMENDED FINANCIAL PRODUCT.
 

CONFIDENTIAL
Financial Report Information Request.

 

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For your Full Financial Report Please
 Call Free on 0800 6 95 75 94.

 

 

 

Our Background.

 

Financial-Adviser.com is part of Kilminster Financial Management Yorkshire) and is based in York. We have been in business over twenty years, serving our Clients to the best standards possible, in plain English terms and with a quality you can trust.

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WWe are very different to our competitors?
 
‘Honesty, truthfulness and plain English terms are the keystone to our relationship management….’ Plus we treat our customers fairly, with respect, care and the attention you deserve.

 

You can pay for our services in three ways -
A/ Regular Fee Based Full Advice Report and Monthly Financial Check Up.
B/ Single Fee Financial Report based on your needs and circumstances.

C/ Commission Based.

 
OOur Services
 

We welcome a face to face meeting to present our services and highlight our 'Unique Abilities' in order to help build your plans to achieve your personal goals. To arrange a meeting please call us free on 0800 6 95 75 94.

 
Our industry is fast moving and we constantly strive to improve our services, with this in mind we aim to tailor our services to your needs.

 

 

"There are worst things in life than death, and if you've spent an evening with an insurance salesman, you know what I mean." 
- Woody Allen (taken from the end of the movie, "Life and Death")
 

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Peter Hopkins Director Financial-Adviser.com
Part Of Kilminster Financial Management Regulated & Authorised by the FSA