Page 3 - PSK Financial Services: Advice that puts you first

OUR FINANCIAL ADVICE PROCESS

We look at your entire financial position, your needs and what you want to achieve in life before
helping you plan how to get there. Then we guide you through a simple step-by-step process to
create a financial plan tailored specifically to your needs.

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OUR FINANCIAL UNDERSTANDING CONSIDERING THE BRINGING STAYING ON
ADVICE PROCESS YOUR GOALS OPPORTUNITIES YOUR PLANS TRACK WITH
AND RISKS TO LIFE REGULAR
We look at your At our first meeting ADVICE
entire financial we get to know Understanding your We will work
position, your needs each other; we circumstances, closely with you We will review your
and what you want discuss your current goals and attitudes to implement your strategies regularly
to achieve in life situation, your life to risk – investment financial strategy and you will benefit
before helping you goals and values risk and life risk – step-by-step, so from our ongoing
plan how to get to understand how we will investigate you can have as support and
there. We guide financial advice can the range of much control as advice. We will stay
you through a benefit you and financial options you like, know in touch, ensuring
step-by-step process your family. available to help where your money your plan stays up
to create a financial you reach is going and why. to date as your
plan tailored to your goals. life changes.
your needs.

OUR ONGOING COMMITMENT OUR PEOPLE
It’s difficult to predict if and when things Our advisers are fully qualified experts
may change, and even harder to keep up in personal finance and investment. We
with frequently changing legislation and its are committed to ongoing professional
implications. We provide ongoing advice and development and education to give you the
management of your strategy, including regular most up to date technical knowledge and
performance reporting, communication about advice, tailored to your needs. Our experience
investment markets and maintenance of your and specialist knowledge helps you make sense
investment portfolio and insurance coverage. of all your options, so you can choose the best
solution for you.
OUR DOOR IS ALWAYS OPEN
You can contact us at any time, particularly if We observe a strict and comprehensive Code
things change. Our team is always available to of Professional Conduct, and are subject to
talk with you. stringent compliance and audit guidelines.