Page 2 - Carpe Diem Guide to Our Services
P. 2
Positive Solutions shares our values and
beliefs about clarity and transparency with
clients, hence the reason for providing you
with this document
Contents
The purpose of this document 3
Welcome to Carpe Diem Financial Consultancy 4
About Us 5
The Team 5
The stages of financial life where we can help you 6
The Marketplace we visit on your behalf 8
Our Client Charter 9
Your peace of mind & protection 10
Our process for providing quality advice 12
Financial Partners for life - Our Ongoing Service 13
How to pay for our services 15
The value that we add 16
Other topics we feel you ought to know 18
