Our aim is to build long term relationships as we believe a financial plan should be reviewed and updated on a regular basis. For the majority of our clients this is at least once a year. We believe each client is an individual and should have a plan that fits their needs perfectly and not be shoehorned into a product that suits the business rather than the client.
We go to great lengths to understand what our clients are trying to achieve and understand what level of risk they wish to take. Unlike a lot of IFAs who charge a percentage of the amount invested (which we do not believe reflects the work undertaken and creates a situation where clients with larger funds are subsidising the business) we work on a fixed fee for the work we undertake.
This fee will always be quoted in advance of any work being carried out. We have access to a number of electronic tools to assist the advice process such as risk assessment, cash flow modelling and Transfer Value Analysis tools but see these as an aid to assist our in depth discussions rather than something we rely too heavily upon.
We go to great lengths to understand what our clients are trying to achieve and understand what level of risk they wish to take. Unlike a lot of IFAs who charge a percentage of the amount invested (which we do not believe reflects the work undertaken and creates a situation where clients with larger funds are subsidising the business) we work on a fixed fee for the work we undertake.
This fee will always be quoted in advance of any work being carried out. We have access to a number of electronic tools to assist the advice process such as risk assessment, cash flow modelling and Transfer Value Analysis tools but see these as an aid to assist our in depth discussions rather than something we rely too heavily upon.
Services
Although we were established in 1999, Peter Waterfield has been advising clients for over 30 years on all aspects of Savings, Investments and Pensions and has built a significant client base of satisfied customers.
The comments of some of these can be found in the Testimonials section.
Peter has the necessary qualifications for giving advice and is registered by the Financial Conduct Authority (FCA) to give advice on Pension Transfers.
He was also one of the first advisers in the country to gain Chartered status when this was introduced.
The comments of some of these can be found in the Testimonials section.
Peter has the necessary qualifications for giving advice and is registered by the Financial Conduct Authority (FCA) to give advice on Pension Transfers.
He was also one of the first advisers in the country to gain Chartered status when this was introduced.
This section of the website covers the Regulatory requirements under the Financial Services and Markets Act.
About our Services and Costs - this confirms we are totally independent and gives examples of what are charges may be.
If you wish to register a complaint, please write (by letter or email) to Peter Waterfield or telephone the main office number.
About our Services and Costs - this confirms we are totally independent and gives examples of what are charges may be.
If you wish to register a complaint, please write (by letter or email) to Peter Waterfield or telephone the main office number.
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