Working Together

As independent financial advisers we have access to the full range of investment, pension and protection products available in the UK and are able therefore to provide impartial advice to offer solutions to all your financial planning needs and requirements.

Our advice process starts with a full appraisal of your existing circumstances including an assessment to establish your attitude to risk and a needs analysis to ensure any recommendations are wholly appropriate to your personal objectives and targets. Once we have identified and prioritised your financial goals we will report accordingly and discuss in detail the benefits and implications of our recommendations to your given circumstances. Our primary responsibility is to provide you with the confidence and security of achieving your financial targets through a relationship which we expect to maintain for many years.

At outset we will agree ongoing reviews and reporting timeframes to ensure we incorporate any changing circumstances and rebalance your investments to match your risk profile.

With regard our firms remuneration, fees or commission can be agreed in advance or indeed a combination of both. This will apply until the end of December 2012, after which time all remuneration will be by adviser charge reflected as an initial and ongoing fee for services.

Find out more

Epic Financial Care can advise you on all aspects of investment, pensions and protection. If you would like any further information or have any questions, please feel free to give us a call on 01706 633 545 or contact us.

EPIC Financial Care Ltd is authorised & regulated by The Financial Services Authority. Registered in England 6504335.