Welcome to Fleming Financial

Whether you are a private individual, a company or a Trustee the stages of the advice process are similar:

Understanding your circumstances and requirements. Typically this takes place at the first face-to-face meeting. Only by understanding your financial circumstances and aspirations in detail can we offer you the most appropriate advice. During this initial meeting we would typically agree the basis of our relationship with you. We have a duty to know our client before transacting any business.

Analysing your needs. Using the detailed information of your circumstances we will analyse your needs and objectives, which would be agreed with you, and where relevant prioritised. By offering an holistic approach to your needs we are able to discuss with you more that you may have originally thought of. We will always be guided by you. However, as advisers we will always offer you appropriate advice.

Researching the solutions. A combination of knowledge, experience and up to date technology enables us to reach the solution that best meets your needs.

Recommendations. Advice to you is always provided in writing, and our report will be available for your consideration before you take the action recommended. We believe that the advice process is a dialogue between you and your adviser from which you will benefit by being as informed as is possible.

Implementing the advice. Once the recommendations have received your approval we will be happy to arrange investments and liaise with product providers to ensure contracts are established to address your needs. Please be aware that we do not hold client money; all cheques are made payable to the providers.

Telephone: 01752 262611 - Fax: 01752 667882 - E-Mail: directors@flemingfinancial.co.uk

Fleming Financial Limited is registered in England at Cobourg House, Mayflower Street, Plymouth, Devon, PL1 1LG. Company registration number: 04420757. Fleming Financial Limited is authorised and regulated by the Financial Services Authority. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at customers based in the UK. Key Facts about our services.

About Us Welcome to Fleming Financial Our Advice Process How Much Will All This Cost? Job Opportunities Our Services Private Clients New Portfolios Existing Portfolios Pension Planning Protecting Your Future Inheritance Tax Planning Corporate Clients Pension Planning Employee Benefits Business Protection Trustee Clients Links Contact Us
Whether you are a private individual, a company or a Trustee the stages of the advice process are similar: Understanding your circumstances and requirements. Typically this takes place at the first face-to-face meeting. Only by understanding your financial circumstances and aspirations in detail can we offer you the most appropriate advice. During this initial meeting we would typically agree the basis of our relationship with you. We have a duty to know our client before transacting any business. Analysing your needs. Using the detailed information of your circumstances we will analyse your needs and objectives, which would be agreed with you, and where relevant prioritised. By offering an holistic approach to your needs we are able to discuss with you more that you may have originally thought of. We will always be guided by you. However, as advisers we will always offer you appropriate advice. Researching the solutions. A combination of knowledge, experience and up to date technology enables us to reach the solution that best meets your needs. Recommendations. Advice to you is always provided in writing, and our report will be available for your consideration before you take the action recommended. We believe that the advice process is a dialogue between you and your adviser from which you will benefit by being as informed as is possible. Implementing the advice. Once the recommendations have received your approval we will be happy to arrange investments and liaise with product providers to ensure contracts are established to address your needs. Please be aware that we do not hold client money; all cheques are made payable to the providers.

Telephone: 01752 262611 - Fax: 01752 667882 - E-Mail: directors@flemingfinancial.co.uk Fleming Financial Limited is registered in England at Cobourg House, Mayflower Street, Plymouth, Devon, PL1 1LG. Company registration number: 04420757. Fleming Financial Limited is authorised and regulated by the Financial Services Authority. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at customers based in the UK. Key Facts about our services.