Whatever your needs, getting professional, impartial advice can help you cut through the hype and the jargon and make the right decisions for your situation. At Chord IFA, all of our financial advisers are Chartered Financial Planners dedicated to providing advice specific to your individual needs. As Independent Financial Advisers, Chord IFA has no ties to any product provider or supplier.
We can therefore research the whole marketplace, which offers thousands of different options, and make sure we recommend only the solutions which are most suitable for you. We aim to provide an excellent financial service to you, be recognised as true professionals in our field, and to enjoy what we are doing by building long term relationships. From time to time, we would like to contact you about our products and services which we think you might be interested in.
If you consent to us contacting you for this purpose please tick to say how you would like us to contact you. Chord Independent Financial Advisers Ltd is registered in England and Wales no.
We can therefore research the whole marketplace, which offers thousands of different options, and make sure we recommend only the solutions which are most suitable for you. We aim to provide an excellent financial service to you, be recognised as true professionals in our field, and to enjoy what we are doing by building long term relationships. From time to time, we would like to contact you about our products and services which we think you might be interested in.
If you consent to us contacting you for this purpose please tick to say how you would like us to contact you. Chord Independent Financial Advisers Ltd is registered in England and Wales no.
Services
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
I joined the Financial Services Industry in 1986 and have seen major changes in the regulations and perception of advisers.
I have held various positions and acted as an adviser in a tied capacity until becoming an Independent Financial Adviser in 1997 which I believe to be the best way to act on behalf of my clients as I am not restricted to any particular company or product.
I joined the Financial Services Industry in 1986 and have seen major changes in the regulations and perception of advisers.
I have held various positions and acted as an adviser in a tied capacity until becoming an Independent Financial Adviser in 1997 which I believe to be the best way to act on behalf of my clients as I am not restricted to any particular company or product.
We look to work with all of our clients on an on-going basis and introduce the various products and services we offer as and when they become appropriate dependent on their individual circumstances.
We'll work through any difficult financial decisions; cut through the jargon giving practical advice and help you stay disciplined.
We will also create a picture of your wealth over time which is easy to understand and which will become the core of all financial decisions.
You'll be able to review your plans online, whenever you want.
We'll work through any difficult financial decisions; cut through the jargon giving practical advice and help you stay disciplined.
We will also create a picture of your wealth over time which is easy to understand and which will become the core of all financial decisions.
You'll be able to review your plans online, whenever you want.
Determine your individual objectives - for example, your required level of income at your selected retirement age.
Understand your attitude to Risk, Reward and Volatility by asking you to complete our own Attitude to Risk questionnaire.
Agree on an initial Asset Allocation for your investments based on your answers and subsequent discussions, in line with the following Risk Profile outcomes:.
Investors should know and understand the reasons for investing every part of their portfolio.
Undertaking comprehensive investment research processes using the latest software tools to determine the most suitable funds for each of our recommended asset classes.
Understand your attitude to Risk, Reward and Volatility by asking you to complete our own Attitude to Risk questionnaire.
Agree on an initial Asset Allocation for your investments based on your answers and subsequent discussions, in line with the following Risk Profile outcomes:.
Investors should know and understand the reasons for investing every part of their portfolio.
Undertaking comprehensive investment research processes using the latest software tools to determine the most suitable funds for each of our recommended asset classes.
We offer all new clients an initial meeting which is at our expense and without any obligation.
This is generally at your home or place of work.
Following this first meeting, we will write to you with a personalised Scope of Work which confirms the services we can provide and the cost of these services.
We charge a fixed fee for our services depending upon the complexity of your situation.
The fees for our Financial Review and Recommendation services start between 685.00 for recommending Individual Savings Accounts (ISAs) up to 2,360.00 for a review of an existing General Investment Account or Pension.
This is generally at your home or place of work.
Following this first meeting, we will write to you with a personalised Scope of Work which confirms the services we can provide and the cost of these services.
We charge a fixed fee for our services depending upon the complexity of your situation.
The fees for our Financial Review and Recommendation services start between 685.00 for recommending Individual Savings Accounts (ISAs) up to 2,360.00 for a review of an existing General Investment Account or Pension.
Chord Independent Financial Advisers Ltd is registered in England and Wales no.
7181617.
Registered office, Suite L3, South Fens Business Centre, Fenton Way, Chatteris, Cambs, PE16 6TT.
If you wish to register a complaint, please write to support@chordifa.co.uk or telephone 01480 350 858.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
7181617.
Registered office, Suite L3, South Fens Business Centre, Fenton Way, Chatteris, Cambs, PE16 6TT.
If you wish to register a complaint, please write to support@chordifa.co.uk or telephone 01480 350 858.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
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