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PAS
Background Information
After 36 years' experience
in financial services with leading City institutions, Andrew Glanvile
formed PAS Financial Planning for those clients seeking pension
and investment advice, although the business can transact most financial
service products. High standards of service are maintained to match
the right products to a client's financial strategy. Advice received
can be paid for by fee or commission, whichever is preferred by the
client. However, in our opinion, fee based advice is superior to the
commission option. The business
is regulated and authorised by the Financial Services Authority (FSA)
which regulates Independent Financial Advisers (FSA No: 177865).
Clearly,
in this complex financial world, it is important to seek advice without
bias to any one company and, as such, being independent financial advisers,
PAS Financial Planning can select the most appropriate investment,
life assurance or pension arrangement for you.
Working
on this basis, for example, we can select and recommend the most suitable
pension or investment plan amongst the 130 companies and then choose
the most relevant investment fund amongst the 1,100 available to match
your investment risk stance.
PAS
Financial Planning, if instructed, then monitors your investment
or plan on an quarterly or annually basis by a review of the investment
performance and plan benefits. This, in our opinion, is the only way
to ensure that the plans are meeting your requirements now and in the
future.
It
is prudent to check that your existing financial plans are achieving
the benefits that you set them up for.
PAS
Financial Planning offer:
- Advice
covering the whole market of financial planning
products.
- Analysis
of the product suitability for a client's needs.
- Review
of the financial strength of the provider.
- Review
of investment asset allocation, risk and performance.
- Comparison
of providers' charges.
- Quality
administration services.
PAS
Financial Planning
offers an annual review relating to existing investment portfolios
or pension arrangements. Only
this way can we be sure that your interests are fully protected. These
issues underline the importance of seeking independent advice.
Our advice is totally impartial
and ~"tailored to meet your specific needs".