There are many financial planners in our sector and at Proposito, we have been looking at what makes us different. We’ve come up with ten key factors which we believe make us stand out and help us to foster long-term – indeed lifelong – relationships with many of our clients.
First, we charge fixed fees. We think this is important because it makes our fees transparent and fair. If we adopted percentage charging, then clients with larger portfolios would pay more, and those with smaller portfolios pay less, even though the same work is carried out. Our clients know exactly what they are paying for and how much they will pay.
Second, we spend time at the start of a relationship with our clients helping them to work out what their goals are, and then together putting a plan in place to achieve them.
Third, we regard our work with our clients as a partnership, not a transaction. We see all our clients every year, because the power in financial planning is the ongoing service and adjustments we make as our clients’ circumstances change.
Four, we are very experienced in helping people to plan their retirement journey and to transition to their new life afterwards.
Fifth, we are chartered and accredited. We also have a long pedigree, having been in business since 1998. Indeed, we are a second generation family business and some of our clients have been with us throughout.
We did mention there are ten ways in which we stand out as financial planners. If you’d like to visit our website at https://proposito.co.uk/ you can read about the remaining five there. In the meantime, if you would like to talk to the team, email email@example.com or call the Cirencester office on 01285 708444.