The 8 Key Steps of Financial Planning Guide

£420.00 + VAT

*Contact us if you are a current Content Store subscriber and receive a 20% discount code!

SKU: 4925_PROD_Guides_8KeySteps. Categories: , .

Product Description

This guide outlines the key steps of financial planning. There is an emphasis on the financial planning process to create a successful working partnership between client and adviser. We believe that this can be successfully achieved by following 8 key steps. So why not make use of this guide to explain to clients how financial planning works and how it can benefit their lives, in an easy and accessible way.

An online guide can be published on your website as a PDF. Online versions can also be used to capture client data and to set up triggered campaigns (in conjunction with MailFirst Professional or Enterprise accounts).

Once purchased, your guide is delivered to you in PDF format and is branded with your company logo and colours.

Content Store subscribers are entitled to an exclusive 20% discount off the usual purchase price on all Adviser-Store guides, meaning each guide will cost just £336+Vat.

Click the image to the right to see a snapshot of this guide.

For a more bespoke branding, including the addition of images and setting up for print, or if you are already a Content Store subscriber requiring a product discount code, please contact one of our team by clicking here.

Additional product information

Pricing Notes

This guide outlines the key steps of financial planning.

For £420+Vat we will customise the guide with your company logo, colours and font.

Content Store subscribers are entitled to an exclusive 20% discount off the usual purchase price on all Adviser-Store guides, meaning each guide will cost just £336+Vat.

The guide will be provided as a single pages high resolution PDF document.

For a more bespoke branding, including the addition of images and setting up for print, or if you are already a Content Store subscriber requiring a product discount code, please contact one of our team by clicking here

You are purchasing a guide in accordance with the rules and regulations as at time of production. If you require the guide updating after purchase then this will incur an additional cost dependent on the complexity of the changes. For further information, contact a member of our teamhere

 

Delivery

This product is dispatched to you by ClientsFirst Limited.

Once your order reaches us, you will receive confirmation within 24 hours (working hours only) to the email inbox specified at point of order. If you don’t receive confirmation within this time, please check your spam folder.

A representative from our team will then be in touch to obtain the following information:

  1. A high resolution copy of your logo
  2. Any branding guidelines

Once received, there will be a maximum 10-working days turnaround on the production of the guide once brand information is received.

We allow for half an hour of additional amends once the first draft is supplied.

The guide will be provided as a single pages high resolution PDF document.

Compliance Notes

The information contained in this guide was updated in October 2015 and was based on the rules and regulations, limits and allowances in existence at that time.

Past performance is no guarantee of future returns, the price of units and the income from them can fall as well as rise, the value of any investment is not guaranteed and on encashment you may not get back the full amount invested.

You are purchasing a guide in accordance with the rules and regulations as at time of production. If you require the guide updating after purchase then this will incur an additional cost dependent on the complexity of the changes. For further information, contact a member of our team here

License Agreement

We shall supply the selected product in accordance with the order in all material respects.

We shall use reasonable endeavours to meet any performance dates but any such dates shall be estimates only and time shall not be of the essence for performance of the Services.

We shall have the right to make any changes to the Services which are necessary to comply with any applicable law or safety requirement, to amend any technical issues which are occurring in respect of any of the Services or to make any changes which do not materially affect the nature or quality of the Services.

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