How we take care of your finances
Yorkshire Premier Financial Services Limited offer independent tailored financial advice to individuals and businesses specifically designed around their individual circumstances.
You'll get our help to review your existing financial situation and reach a realistic assessment of your likely needs. For this, you'll need to set aside some time to talk to us - the first half hour consultation is at no cost to you. There's no charge, and no obligation, while we find out together if it's worth going ahead.
Depending on your instructions we will then carry out a 'needs analysis' based on your current situation, and taking into account any specific plans and/or targets you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews.
1. Getting to know you
Determine your goals for your financial future and how we can help you achieve them.
2. Information Gathering
Confirm your current situation by completing a Fact Find as well as an Investment Risk Questionnaire.
3. Research and Analysis
Assess and identify any gap in achieving your desired objectives - create an action plan.
4. Presenting your Financial Plan
Discuss and explain our recommendations in line with your Financial Objectives.
5. Implementing your Plan
Complete all necessary documentation.
6. Ongoing Review
To adapt your plan if circumstances change and/or regular monitoring to ensure plans are continuing to meet Financial Goals.
What you'll receive from us
You will receive professional advice about where your financial arrangements are already good, and where they're inadequate (or not covered at all). You'll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course it will all be sensibly balanced in relation to your current income and your prospects In almost all cases we are able to make arrangements which clients would be unable to make for themselves. All our proposals will be fully explained and costed so that you'll know exactly what and why before you agree to anything.