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Six GREAT Reasons To Use Highworth

1. Guaranteed Advice*** & Satisfaction Guarantee - The advice we provide is regulated by the Financial Services Authority and this gives you the assurance that if our recommendations turn out to be wrong at any time in the future you have the right to be compensated. The satisfaction guarantee simply states that if you are not happy with our advice or service, you do not need to follow our recommendations and will have nothing to pay.

2. Simplicity - We read through the terms & conditions of all potentially suitable solutions to find the best ones to meet your needs. We will then discuss with you the reasons for the recommended solutions, and why they are best suited to your situation. This saves you from having to read hundreds of pages of information, or even worse - from guessing on the suitability of a plan from just very basic information.

3. Time Saving - Research can be very time consuming, sometimes taking an hour or two to check the suitability of a single product. We invest heavily into market leading software so that we can check hundreds of solutions in a matter of hours, instead of days or weeks.

4. A Reliable Service - We pride ourselves on our relationship building with our clients. We don’t just promise great service, instead we ensure that our advisers provide a long term brilliant experience. We do what we say we will do. We do it positively and with enthusiasm, we don’t make false promises and on the rare occasion we make a mistake, we apologise, and make it right - we don’t hide behind terms and conditions or red tape.

5. Price / Value for Money- Many people believe using an Independent Financial Adviser (IFA) is expensive, however this is just not true as long as you use the right company. In most cases it is possible to take advice and still get products and services cheaper than if you went direct to the provider themselves without taking advice, giving you great value, along with all the benefits listed above.

6. Ongoing Support & Reviews - Most financial solutions are medium to long term, and at Highworth we conduct regular annual reviews to ensure that the recommendations we make remain current, and continue to meet your needs. Circumstances are always changing and we make sure we are on hand to ensure that all of your financial products continue to meet your needs on an ongoing basis.

 

 

Further Information about our services:

We are able to offer telephone or face to face weekday and evening appointments but we do not offer a service at weekends.

We are able to attend appointments at your home or office if it is within a 50 mile radius of our offices in Swindon. Alternatively you can visit our offices for an appointment (please book in advance).

We also offer a nationwide telephone / email / web based live chat service for those who do not require a face to face appointment.

We provide a free one hour consultation, and at the end of this the price of our services (fees or commissions) will be agreed before any work is carried out. All work carried out will be subject to our no quibble satisfaction guarantee.

Highworth and its independent financial advisors are fully qualified and licensed  to provide advice on pensions, annuities, life insurance, critical illness insurance, ISA’s, income protection plans, unit trusts, mortgages*, equity release** solutions such as life time mortgages and home reversion plans, VCT’s, EIS’s, SIPPS, employer and employee schemes, onshore and offshore bonds, OEIC’s, wills, trusts, power of attorney, National Savings,  and fixed term deposits.

* Your home may be repossessed if you do not keep up payments on your mortgage.

** To understand the features and risks ask for a personalised illustration. An equity release plan will reduce the value of your estate, will not be suitable for everyone and may affect your entitlement to state benefit.

*** Our advice is provided based on the information provided to us at the time we make our recommendations, and the suitability of the advice provided will be assessed against this information.

Highworth Financial Planning Limited is an appointed representative of Personal Touch Financial Services Ltd which is authorised and regulated by the financial services authority.

Registered Office: Basepoint Business Centre, Rivermead Drive, Westlea, Swindon, SN5 7EX. Company Registration Number: 5951873. Registered in England & Wales.

0333 4444 340

Email: advice@financialplanningservice.co.uk                                                                                      SCDD     Terms of Business   Website Terms & Conditions

“Planning is bringing the future into the present so that you can do something about it now”

Alan Lakein

What does the future hold for you....