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Private Services

Over the years we have established a tried and tested formula for dealing with our clients. This process is as follows:

  • Initial Meeting (without charge or obligation)
  • Second Meeting (to gather details of your current circumstances)
  • Prioritise your needs and objectives and agree your attitude to investing and explain any risks involved
  • Put forward our recommendations
  • Agree how to proceed
  • Implementation
  • Review

We will undertake regular reviews of your circumstances to ensure that you remain on track, taking into account changes to your personal circumstances and the wider economy as a whole. At each review meeting, we will provide you with a Portfolio Report which provides up to date details and values of all your savings, investments, pensions and other policies. If applicable, we will also provide an up to date Planning for Retirement Report which analyses your expected income at retirement.

All of our recommendations will be explained in plain English without using jargon. We will explain all costs, charges, risks and any commission or fees that Harrold Financial Planning Limited is due to earn.